4 Best Gold IRA Investment Companies Near Me in Stuart, FL – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Strategic Retirement Group
ADDRESS: 515 SW Camden Ave, Stuart, FL 34994, United States
NUMBER: +1 772-781-4700
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>>BEST CUSTOMER REVIEWS
REVIEW #1 – Brian A. was able to develop a financial plan, that allowed me to meet all of my goals within 4 years. SRG is 5 Star all the way! – Kevin Docherty
REVIEW #2 – I receive personalized attention and careful monitoring of my account and have done well even with this crazy market! Every employee is helpful and knowledgeable. – Kathy Finn
***** MORE REVIEWS PENDING FOR THIS BUSINESS *****
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Initiative Wealth Planners
ADDRESS: 2440 SE Federal Hwy suite 108, Stuart, FL 34994, United States
NUMBER: +1 561-292-5758
DESCRIPTION FROM BUSINESS: At Initiative Wealth Planners, our mission is to make sound financial advice accessible to individuals and families seeking clarity, confidence, and control over their financial future…
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 – 7:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – MY INVESTMENTS HAVE NEVER DONE BETTER! Other financial advisors/firms that we have used do not go into the same depth and explanation that this firm has. They give you options and help you understand what moves are best for you and your goals. They are comprehensive and knowledgeable. Joe helped us navigate life’s twists and turns and helped counsel us on maintaining our financial health and growth. Just from working with different firms in that past, I felt Joe had an expertise that allowed him to think of more creative solutions and thought outside of the box instead of just following an algorithm. That’s hard to find and we appreciate his professionalism. Would recommend. 5 stars! – Katie Marton
REVIEW #2 – I’ve been with my financial advisor through Initiative Wealth for 3+ years now and I love that he guides me toward wealth-building while still allowing me to be in the driver’s seat! We meet quarterly or sometimes more often and Jacob listens to my needs, move my stock purchases around based on market volatility, and will help plan for life events (having a baby, buying an investment home, etc).. so many of my friends have joined Initiative Wealth after seeing my real results, which are explained to me annually to see the progress! Thanks for making it easy while allowing me to learn alongside! – Rebecca Penn
REVIEW #3 – Joe is a true financial strategist! With his help, my government equivalent of a 401k took off this year!! He has also been a lifesaver helping to minimize the impact to my savings through the furlough of federal employees at the same time I’m buying a house! Very grateful for his expertise, experience and trustworthiness! – Jennifer Mootz
REVIEW #4 – Seth at Initiative Wealth Planners is great. He’s knowledgeable, approachable, and makes the wealth planning process easy. Five stars for excellent service and experience! – Scott H
REVIEW #5 – Jacob has done an incredible job assisting me in building a strong, well-structured portfolio. His knowledge, attention to detail, and strategic guidance truly set him apart. What really makes Jacob stand out is that he consistently goes above and beyond; he’s always available, responsive, and ready to help. Whether I need to create a meeting, make adjustments, or ask questions, he’s right there every step of the way. Hands down, one of the best financial advisors out there. – Charlie Lawson
REVIEW #6 – I had little experience with investing but this company broke everything down and made it super easy to understand. They are very knowledgeable and passionate about what they do! Seth did a great job and I have never felt better about my finances! – Kenneth Elliott
REVIEW #7 – Very happy I chose to come here. Super easy, these guys know what they are doing. Seth did a great job of setting me up with something that works perfectly for me. Couldn’t ask for more. – Coleton Dartez
Davies Wealth Management
ADDRESS: 684 SE Monterey Rd, Stuart, FL 34994, United States
NUMBER: +1 772-210-4031
DESCRIPTION FROM BUSINESS: At Davies Wealth Management, we are dedicated to providing personalized, expert financial planning and investment management services tailored to help you build, protect, and enjoy your wealth. With a focus on long-term financial growth and security…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tom has been handling my investments for many years and I am very happy with the results. Always available to discuss the market when needed. Highly recommend! – Ernie Martinez
REVIEW #2 – Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone. – ROSEANN BIRCH
REVIEW #3 – Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend. – Stephen Lombardi
REVIEW #4 – Tom is well informed, driven planner with a sophisticated understanding of his clients’ needs and an ability to create and communicate comprehensive plans in an attempt to guide his clients towards a place of financial stability. – Geoffrey Langbart
REVIEW #5 – I’ve been working with Thomas for about 9-10 years now and he has been managing my accounts. We review annually and he gives me quarterly updates as well. I trust Thomas to keep things moving in an upward direction for my retirement. – Keith Royle
REVIEW #6 – Excellent source for investing. Tom is very personal and great at adapting to our individual needs and ensuring we are moving in the direction we are looking for and know we are in a trusted firm. – Oren Kiriat
REVIEW #7 – Thomas really works to understand his client’s needs and provide a plan for the future and not just investment options. He’s compassionate and very knowledgeable! – Jonathan White
REVIEW #8 – I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing. – Don Karney
REVIEW #9 – I recently had the pleasure of speaking with Thomas Davies with Davis Wealth Management. As someone who values prudent financial planning and a personalized approach, I am delighted to share my positive experience with their services.
Thomas demonstrated a high level of professionalism and expertise throughout our engagement. From our initial consultation to the development of a comprehensive financial plan, their attention to detail and commitment to understanding my unique financial goals were evident.
One aspect that stood out to me was Thomas’s ability to explain complex financial concepts in a clear and understandable manner. He took the time to patiently answer my questions, ensuring that I felt confident and informed about the decisions I was making.
Moreover, I found Thomas to be technologically savvy, utilizing modern tools and resources to enhance the efficiency of the financial planning process. This commitment to staying current with industry trends and technology was reassuring and demonstrated a dedication to providing a high level of service.
I am grateful for the guidance and peace of mind that Thomas Davies from Davies Wealth Management has provided me. Choosing them was undoubtedly a wise decision, and I look forward to continuing our successful financial partnership in the years to come. – Jaime Gonzalez
Mindie Molina Investments and Insurance
ADDRESS: 2081 SE Ocean Blvd, Stuart, FL 34996, United States
NUMBER: +1 561-729-2778
DESCRIPTION FROM BUSINESS: Whether you are in your working years and building your business or your 401(k) and retirement accounts or you’re approaching retirement or in retirement now we have the ability to provide you customized fully comprehensive and Holistic financial plans…
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 – We have only just begun our journey with Mindie. We were looking for an advisor (and team) locally to start are retirement venture. Mindie and team are the perfect fit for my wife and I. Looking forward to a long term venture with Mindie and team by our side. Thank You Mindie !! – Kent Hoffman
REVIEW #2 – Mindie is knowledgeable and honest. I highly recommend her for wealth management She understood my situation and had a solution immediately. A pleasure to deal with. Very attractive lady. – Tom Feeley
REVIEW #3 – Mindie offers various investment plans to secure a stable cash flow to meet our family needs in the coming years when we no longer have employment income. She is well connected with large institutions and can make the most of what they have to offer. She has a caring conservative attitude which makes you feel comfortable in her ability to take care of your financial future. – Susan Hannebrink
REVIEW #4 – My wife and I were very happy with the consultation. Mindie is very informative and very easy to talk to. We are very happy to allow her to help with securing our future! – Daniel Howell
REVIEW #5 – MINDI helped me realize that my money was not being used in the best way possible for me. She will help me have a more balanced way of earning. Now that I am retired I do not have money coming in on a regular basis. She will help me move my money around so I will have enough to not worry about my expenses. – Joanne Sullivan
REVIEW #6 – Meeting with Mindie today was truly a turning point. She took the time to understand my full financial picture, asked various questions, and carefully walked through all the numbers. By the end of our meeting, I had peace of mind. Knowing I am on the right path is reassuring. She is truly an expert! Thank you Mindie! – SHARON RIECK
REVIEW #7 – Mindie is gracious and generous with her knowledge and time. She knows her stuff and will patiently answer your questions! I recommend Mindie because she and her staff are not high pressure and sincerely work to provide the best outcome for your financial future. She is a certain treasure in the uncertain world of finance! – Lynn Thomas
REVIEW #8 – We heard Mindie on the radio. She was super knowledgeable about finances and future planning. We made an appointment and Mindie shed a bright on things we needed to change in our current plan. We were able to implement a new plan and now our future looks much brighter going forward! I would highly recommend anyone who needs help with their investments to make an appointment with Mindie – Lisa Carlino-Boyd
REVIEW #9 – Amy and I cannot recommend Mindie Molina highly enough. From the moment we began working with her, we knew we were in excellent hands. Mindie doesn’t just focus on investing—she offers a holistic approach to financial planning that truly sets her apart.
What impressed us most was her ability to understand our specific goals and create a tailored investment strategy that aligned perfectly with our needs. Mindie took the time to explain every option clearly, ensuring we felt confident and informed throughout the process.
Beyond investing, she went above and beyond by connecting us with a network of top-tier professionals, including accountants and experts in will and trust planning. These resources have been invaluable in helping us manage our finances and secure our family’s future.
Mindie truly combines expertise with genuine care, making each interaction professional yet approachable. If you’re looking for someone who will not only grow your wealth but also provide you with peace of mind and a comprehensive plan for the future, Mindie is the one to call. – Chris Crouch
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