4 Best Gold IRA Investment Companies Near Me in Staten Island, NY – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Sayegh Wealth Management
ADDRESS: 2555 Richmond Ave Ste 210, Staten Island, NY 10314, United States
NUMBER: +1 718-954-9175
SERVICES: Insurance annuity investment advisement, Wealth management, 401(k) Rollover, Accumulation Strategies, Alternative Investments, Asset Allocation, Financial Planning, Financial Strategies, Investment Advice, Investment Advisory Firm, Investment Management, Investment Strategies, Pension Plans, Retirement Accounts, Retirement Estate, Retirement Income Planning, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | 9:00 AM – 1:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I just was introduced to Steve January 13th it seems that I knew him for such a long time he’s so professional and understanding and goes the actual length to help a person out I met Steve through a friend of mine I was so happy to go to him I never seen a man so professional and go the extra length to help a person and as we speak he’s helping me thank you Steve for everything you’re doing for me and may God bless you – Theresa Oliveri
REVIEW #2 – Providing a five star rating for Steve does not truly encapsulate the whole value we have received for his services for the past 7 years. His financial management acumen, professionalism and customer service aptitude exceed any expectations, whether you’re savvy in the business or a novice. My father passed in 2014, leaving my mother a considerable amount of money in a variety of different buckets. Steve not only managed to supersede our expectations in gains, but provided on-the-spot consultations anytime we needed understanding of particular transactions, such as asking for options that we perceived as less risky. Without doubt, our best investment for my mother’s portfolio, and now her children’s/grandchildren’s futures, was hiring Steve. We rest easy, and he is always keeping us informed along the way on any moves he’s seems suitable for my family’s particular (and ever-evolving) situation. Highly recommending Steve, is simply an understatement. – Liz Schwan
REVIEW #3 – Steven is an in person advisor proficient assessing one’s financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well. – Cathy LaRocca
REVIEW #4 – Steve Sayegh “Mr Professionalism Personified”. As our financial advisor for the past 15 years he has become like one of the family. It doesn’t matter what time or what day of the week he always answers our call and answers our questions. On the off chance he is not familiar with the question he researches and comes back with a couple of choices for our needs. He is thoughtful, kind and always considerate of us. We recommend Steve and his company and wish him more success in the future. We know he will deliver. – Barbara Reifer
REVIEW #5 – Steven is a true professional who has guided my husband and I with our financial needs for a number of years.
His professionalism and business mannerisms have far surpassed anyone we have ever dealt with in the past. We are truly pleased with his services. – Theresa Zazzarino
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PureVest
ADDRESS: 1110 South Ave Ste 85, Staten Island, NY 10314, United States
NUMBER: +1 347-466-4400
SERVICES: 401k Rollovers, A Registered Investment Advisory, Estate Planning Resources, Financial Advice, Financial Planning Services, Investment Accounts, Investment Strategy, Life Insurance, Registered Investment Advisor, Retirement Accounts, Tax Planning Strategy, Wealth Management
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Steve was great, very informative and knowledgeable in his field. He helped answer all my questions and concerns. Although it was only a consultation meeting, I will definitely be returning in the coming months once I have decisions made. – Max Rabin
REVIEW #2 – From the first time I sat down with Jason from PureVest he was prompt, professional and made me feel fully comfortable with his recommendations and approach. I never felt pressured and he made sure I fully understood everything we spoke about. Fast forward until after he’s managed all my accounts for a while and I couldn’t be happier with PureVest as my choice. Highly recommend Jason and the team. – Joseph Ranola
REVIEW #3 – I recently met with Steven Gitter from PureVest and it could not have gone any better. He was friendly, honest and professional. He listened to what I had to say, and I did not feel pressured at all. Everything was explained to me very clearly. He explained at length various options, potential outcomes as well as balancing any risks. I felt secure in the knowledge that the investment decisions made were in my best interest. Highly recommended! – V M
REVIEW #4 – PureVest has been extremely helpful and easy to work with on all of my financial investment needs. I would recommend them to anyone who needs an honest and trustworthy company to help them with their financial planning. – David Eichelberger
REVIEW #5 – I have been a client for about a year now and could not be happier. The service is excellent and the investment advice has worked out beautifully. Steven is very understanding of my investment goals and preferences and the results have been excellent. I cannot recommend PureVest highly enough. – Bruce Newborough
Leo Wealth Management
ADDRESS: 1110 South Ave Ste 45, Staten Island, NY 10314, United States
NUMBER: +1 201-951-6828
SERVICES: Estate planning, Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Wealth management, Estate And Trust Planning, Investment Advisory Services, Pension Plans, Personal Financial Planning, Registered Investment Advisor, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:00 PM | |
| Wed | 8:00 AM – 12:00 PM | |
| Thu | 12:00 PM – 7:00 PM | |
| Fri | 8:00 AM – 7:00 PM | |
| Sat | 8:00 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I have been using James Leo’s financial services for close to a decade. Upon first impressions, his big smile and congeniality immediately put us at ease. He showed great interest in getting to know us and our wants and needs for our financial future. He listens carefully to our questions, and is an excellent communicator. Jim has a positive attitude and a willingness to go the extra mile for his clients. His consistent performance and ability to be relied upon in a variety of situations is very much appreciated. We highly regard him for his integrity both within and outside his company. He shows a strong work ethic, exceptional dependability, we both highly recommend him. – Kevin & Roberta Chiffriller
REVIEW #2 – Jim Leo has been my financial advisor for 10 years. He’s helped me with all my financial planning including preparation for retirement. Jim is intelligent and easy to talk to. He’s always available to answer questions or discuss ideas. He is a top notch professional. I would highly recommend Jim and Leo Wealth Management. – Cathleen Izzo
REVIEW #3 – When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio.
Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor. – Lisa Michael
REVIEW #4 – I have been a client of Leo Wealth Management for the past 10 years and I’m extremely satisfied. I’m Highly impressed with Jim’s expertise and personalized approach to wealth management as well as the level of support and transparency. Jim has definitely helped my family accumulate wealth as I get ready for retirement. I HIGHLY Recommend! – Jack Conca
REVIEW #5 – It is a pleasure to recommend Jim Leo for your financial needs. I have been a client for many years. He is both professional and knowledgeable. Jim has provided direction and advice regarding many financial issues over the years. – Maureen D
FJC Financial Group
ADDRESS: 18 Hervey St, Staten Island, NY 10309, United States
NUMBER: +1 718-355-8699
SERVICES: Financial planning, Investment advising, Wealth management, Advisory Services, Independent Advice, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had an amazing experience working with Andrew and Matt. They are both extremely knowledgeable, professional, and genuinely care about helping their clients succeed financially. They took the time to explain everything clearly, answered all of my questions, and made the entire process smooth and stress-free.
What really stood out was their honesty, responsiveness, and dedication to finding the best solutions for my financial goals. It’s rare to find a team that combines expertise with such great customer service. I highly recommend the FJC Financial Group to anyone looking for trustworthy financial guidance and top-notch support. – F D
REVIEW #2 – I had a great experience working with FJC Financial and have recommended them to anyone I know in need of ANY financial planning. Andrew and Matt were extremely helpful explaining the concepts of holistic financial planning, which look beyond your current situation and create a financial plan that supports your entire life. I found both Andrew and Matt incredibly knowledgeable, and able to simply break down complex concepts such as such as life insurance options, retirement planning options, investment options, etc. FJC Financial is extremely passionate about holistic financial planning and its importance and I strongly respect their work ethic. Looking forward to continuing to work with them in the future! – Matthew Wynn
REVIEW #3 – Andrew and Matt have been absolutely wonderful to work with. They guided me and my husband through the entire process of choosing the right life insurance policy, taking the time to explain every detail in a way that was easy to understand. They were patient, transparent, and genuinely focused on what was best for our family. Their support made something that originally felt overwhelming, incredibly simple and reassuring. We’re truly grateful for their knowledge, professionalism, and kindness and we highly recommend them to anyone looking for trustworthy guidance with their life insurance needs! – Alyssa D’Amore
REVIEW #4 – I recently met with Andrew for a financial consultation, and it was a great experience. He took the time to understand my financial goals and provided thoughtful guidance on saving and budgeting. He explained everything clearly, answered all of my questions, and offered practical recommendations that felt realistic and easy to apply. I appreciated his professionalism, knowledge, and personalized approach. I would definitely recommend Andrew to anyone looking for financial guidance. – Juliana Lioce
REVIEW #5 – Andrew Cilento has been extremely helpful to our business. As a business owner, I worked with him to set up our company health insurance and 401k plan, and he made the entire process straightforward and efficient. He’s knowledgeable, responsive, and took the time to explain the options so we could make the right decisions for our team. I would highly recommend Andrew and his firm to other business owners looking for financial and benefits guidance. – Sy Cohen, PE
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