4 Best Gold IRA Investment Companies Near Me in Tallahassee, FL – Retirement Planning Services
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Jackson Financial Group
ADDRESS: 407 E 6th Ave, Tallahassee, FL 32303, United States
NUMBER: +1 850-222-4014
DESCRIPTION FROM BUSINESS: Jackson Financial Group was founded in 1999 with the firm belief that everyone, regardless of income or assets, deserves sound financial advice and to be treated with the utmost care and integrity…
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 | 9:00 AM – 5:00 PM | |
| Sun | 9:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We recently switched to Jackson Financial and I wish we switched sooner. The have such a great team. Terri is very knowledgeable and explained everything up front and honest. She also helped us get our accounts to where we want to be. Jordan and Terri are both quick to respond to any questions we may have. I highly recommend Jackson Financial Group. – Emily Lee
REVIEW #2 – Terri has been managing my portfolio for over 5 years now. She is fantastic at her job.. I would highly recommend her to anyone looking for a financial planner. – Barry Browning
REVIEW #3 – Wonderful experience all around. Terry was very knowledgeable and helped me select the best stocks for my preferences. And Carlie, where do I even begin! Carlie has provided THE best customer service I have ever experienced at any business in my entire life. Her follow-up is impeccable and she is very thorough and detail oriented. All while being very polite and friendly. Highly recommended for all of your financial needs! – Candace Coleman
REVIEW #4 – Jackson Financial Group is absolutely amazing! They made the whole process very easy and took my opinions and thoughts seriously. I have recommended them to everyone in family and will continue to recommend them! – Charlene Trickey-Durham
REVIEW #5 – I love the staff at Jackson financial! They go above and beyond to ensure their clients are fully educated to make the best decision for their unique situation. Let them help you take control of your money instead of your money controlling you! – Micah Geiger
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Preservation Financial Group
ADDRESS: 1695 Metropolitan Cir STE 1, Tallahassee, FL 32308, United States
NUMBER: +1 850-523-7877
DESCRIPTION FROM BUSINESS: Preservation Financial Group is a fiduciary investment advisory firm based in Tallahassee, FL, specializing in comprehensive financial planning and wealth management. We provide customized strategies for retirement planning, investment management, income planning, insurance solutions, and long-term care/healthcare planning…
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – If you’re looking for a financial company with integrity, passion, and knowledge regarding money management and financial wealth, Preservation Financial Group is the company to call.
The entire staff at Preservation is fantastic. Pete and Andrew offered great education and advice without pushing any product for personal gain. – Brock Glover
REVIEW #2 – Pete and his whole team have been very helpful to us in planning our future and our present needs. They always make us feel welcome. We consider them friends. – Amy Rentz
REVIEW #3 – Pete and his staff have proven to be honest, thorough, and serious about their responsibilities to their clients. I am always treated with courtesy and respect. They keep me updated, aware of changes and options, and offer solid advice. I have never felt pressured to make quick, on the spot decisions. Because of their integrity, I trust them. I always leave knowing they care about me as a person, not just my finances. – Dianne Brown
REVIEW #4 – My husband and I have been working with Pete for years. We always feel welcomed and comfortable in his office. He has always made me feel like, no matter what, he’s determined to help us make the best decisions for US. – Gina Edwards
REVIEW #5 – We met Pete and Andrew at a seminar they were holding and I was very much impressed with the talk. Pete explains to where I can even understand it. I believe that he has a wonderful family and cares about people. He is not only my financial advisor, I consider him my friend. Would not hesitate to recommend him or Andrew to take care of your finances. – Kim Parker
REVIEW #6 – Peter and Andrew are such a pleasure to work with. Very responsive, personable and knowledgeable in the financial business. I would highly recommend scheduling your earliest appointment. – David Rossetti
REVIEW #7 – Preservation Financial Group is a family owned business that has given me financial advice for the past 10 years. Respect, dignity, honesty, loyalty are a few words that embody this business. The personal touch that is demonstrated to each client is not unnoticed. Thank you for taking great care of my finances! – Susan Fernandez
REVIEW #8 – We have been with Preservation Financial Group for a number of years. It has been obvious to us that Pete and Andrew have our best interests at heart. They are very trustworthy, knowledgeable, and a delight to work with. Definitely the best choice for financial planning. – Christi Tyahur
REVIEW #9 – We had an excellent experience with Preservation Financial Group. They were diligent about understanding our plans and priorities for retirement. And with this understanding, they thoughtfully guided and advised us in developing and implementing a financial plan that gives us great confidence and comfort for the future. We are grateful for their support. – Nick Wiley
First Franklin Financial Services
ADDRESS: 2100 Fleischmann Rd, Tallahassee, FL 32308, United States
NUMBER: +1 850-422-7724
DESCRIPTION FROM BUSINESS: We have been serving the retirement and investment needs of families, individuals, nonprofits, and businesses for more than 50 years.
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tre Warren at First Franklin has been my family‘s advisor for many years. He goes above and beyond to find new opportunities that fit. There are many snakes out here in this industry. Tre Warren has been true and faithful to my family and is very trustworthy. – Tyler Payne
REVIEW #2 – I can’t recommend Tre Warren @ First Franklin Financial enough! From the moment I reached out, their team has been incredibly supportive and knowledgeable. Tre has helped me clarify my financial goals and provided a tailored plan that suited my needs. If you’re looking for a partner in your financial journey, this is the place to go! – Stronghold Health
REVIEW #3 – I really appreciate the knowledge that Tre Warren, Brett Ewing and the others at First franklin have educated me over the years about my professional investments. They are an incredible team of people and very knowledgeable. They have taken very good care of my family and made us feel confident in saving for retirement and our goals for our financial needs. I’ve recommend this company to many of my friends and will continue to do so. – Lauren Mullinax
Cassedy & Company
ADDRESS: 2012 North Point Blvd D, Tallahassee, FL 32308, United States
NUMBER: +1 850-386-4700
DESCRIPTION FROM BUSINESS: Cassedy and Company is dedicated to providing focused, customized solutions for our clients’ long-term financial goals.
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have had the pleasure of working with Cassedy and Company for many years now. They have done an outstanding job turning what little money I can afford to invest, into long term growth and something I can count on in my families future. I am beyond satisfied with their customer service. Richard is extremely knowledgeable and always so easy to talk to. I strongly encourage anyone new to investing or looking to grow their investments to contact this company for help and guidance. – Brandon Wolfard
REVIEW #2 – Richard has been our financial advisor for over two years now. My husband and I LOVE him. I think he’s incredibility funny and very professional which allowed my husband to immediately… be at ease and trust in him during our very first meeting, (which is not my husband’s normal.) Richard stays in close contact with us and always offers ways to help us professionally and even has helped me personally, which is so appreciated. We are so thankful to have him, I highly recommend Richard Cassedy. – Lisa Davis
REVIEW #3 – Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with. – Johnathan Grandage
REVIEW #4 – I highly recommend Richard at Cassedy & Co. He has assisted me with retirement planning, life and long term care insurance, and a high-interest savings account over the past 3 years and am very happy. His personal service is exceptional (open door policy) and all investments have lived up to the expectations he gave me upfront. He’s also extremely kind and helpful! – Lauren Cassedy
REVIEW #5 – Richard provides tremendous insight on strategic investing for personal goals. I’ve worked with Richard for nearly a decade to grow a strong financial base for my retirement planning. The results of which have put me on a path to realizing my dreams someday. Richard is well versed in the challenges facing millennial investors and he has been a great resource for helping me navigate the volatile markets of today’s economy. To put it simply, Richard helps me keep my eye on the ball while building a nest egg for my future. – Jay Revell
REVIEW #6 – Richard Cassedy is an incredibly bright and extremely ethical person who truly cares for YOUR needs above all else. He is VERY knowledgeable and insightful when it comes to money, future planning, and investing wisely. Would recommend him highly!!! – Dr Rob
REVIEW #7 – Have worked with Richard Cassedy on retirement needs. He has been very helpful answering our questions or explaining information so that we can understand. Every time we have contacted the office everyone has been very helpful and friendly and all phone calls have been returned promptly. Would highly recommend Cassedy & Company. – Jana Perry
REVIEW #8 – Excellent experience with Richard. He made a plan that was very appropriate for my age and financial circumstances, keeps in touch whenever there is an action item on my end, and is willing to discuss any changes to my account I’m considering. – Kirk Bennett
REVIEW #9 – Marshall and Richard are not only very knowledgeable about finance, but also very friendly and patient in explaining complex terms. I opened an IRA with them and they told me all my options up front while explaining risks and rewards for each. If you’re looking for financial guidance you should sit down and talk with them. – J.P. Lepez
REVIEW #10 – Richard made the entire process completely simple. I appreciated his thorough review of our options and ways that we could diversify our revenue through investment income. Highly recommend! – Amber R. Tynan
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