4 Best Gold IRA Investment Companies Near Me in Tarpon Springs, FL – Retirement Planning Services
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Tsesmelis Wealth Management, Inc.
ADDRESS: 210 S Pinellas Ave #212, Tarpon Springs, FL 34689, United States
NUMBER: +1 727-934-2222
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tsesmelis Wealth Management has been our financial advisor for many years now. We are very happy with the detail to attention that Manny provides us. He regularly checks in with us to see if he is meeting our highest expectations and to plan for our future retirement. I highly recommend TWM to friends and family. If we could give more stars, we would. We look forward continuing our financial planning with Manny for many years to come. – Wayne Armand
REVIEW #2 – Manny has been handling my portfolio and my parents portfolio for 7 years. The returns we received were outstanding considering that these were very low risk accounts. If you want a wealth management advisor that really cares about you and your success, Manny is your guy. We trust Manny implicitly and are glad he will be our wealth management advisor for years to come. – Ray Riechert
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Chambers O’Brien – Taxes, Retirement & Wealth Management
ADDRESS: 1416 Lake Tarpon Ave, Tarpon Springs, FL 34689, United States
NUMBER: +1 727-940-9536
DESCRIPTION FROM BUSINESS: Chambers O’Brien is a leading firm in the field of financial planning, specializing in retirement solutions. With a focus on empowering clients to navigate the complexities of retirement, we offer innovative and reliable strategies tailored to individual financial futures…
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – George and his staff are top notch. He will go out of his way to help you. It is a real honor to work with George. I highly recommend his services. Thank you, George Ron Rooks – Ronald Rooks
REVIEW #2 – George Chambers was extremely knowledgeable and was able to answer all of the questions i had prepared , and provided additional guidance on topics that I wasn’t yet aware of. He and his whole team were tremendously helpful. He’s a genuine, kind-hearted , and honest person that i couldn’t recommend enough. Thank you for all that you do! – Paul Cifelli
REVIEW #3 – I met George Chambers many years ago and could tell immediately what a genuine, honest and caring person he is. My husband and I invested a lot of money the company he partnered in and have been very pleased with the results. When George opened his own company, I transferred everything to George’s company and I have been extremely happy with the services and results. I think so much of him that I volunteer a day each month to help in the office and he treats every client the same way; with respect, honesty and caring. – Carol Gray
REVIEW #4 – George was very knowledgeable and patient with me and all my questions. I have a huge weight lifted off my shoulders getting my trust completed. – Michelle B
REVIEW #5 – George is so knowledgeable and his presentation covered so many areas! He was very clear and able to answer all questions. I was very impressed with the amount of information provided. He is very resourceful and possessed a wealth of information. Today’s follow up orientation proved to be very helpful. Recommendations and their respective appointments were made real time (while we were there). We definitely look forward to getting the help we need with Medicare and our taxes! – Carmen Luisa Ayala Bladt
REVIEW #6 – I have complete confidence in George Chambers and his professional abilities.
George navigated my family through the estate planning process with ease and even provided us with an organized, labeled portfolio that has made a world of difference.
George takes great pride in providing timely & exceptional services and we highly recommend him for any retirement managements/estate planning services. – Ailey Alberino
REVIEW #7 – Always great experience. Staff is courteous, kind and very helpful. George Chambers best investment counselor. Knowledgeable and completely trustworthy!!: Goes out of his way to provide you with what you need. Highly recommend him to everyone. Been with him for my finances for years. Will never go anywhere else. – Doris Dibble
REVIEW #8 – The entire staff of Chambers O’Brien are professional and welcoming. They appreciate their clients and treat them like family. As their business grows they never forget the clients that helped them to become successful. If you’re looking for a full service, knowledgeable and caring company to discuss your retirement needs, look no further. – Christine Desiderio
REVIEW #9 – After I attended one of their seminars and spoke with existing clients, I set up a meeting with George.
They always answer their phone, they always get back with you and they are always courteous and happy!
George made sure my will, trust and necessary estate was in order. He then set me up with Jeannie to help with my taxes. Jeannie was quick to respond to any questions I had, help restructure my current business and set up a plan moving forward. Then I met with Kevin.
Kevin is amazing. I learned more in one meeting with Kevin about my investments and portfolio then I had in 10 years with my prior investor. Not only did we discuss restructuring for my retirement, His 0 tax goals and money distribution plan for passive earned income is just beautiful! I of course had a ton of follow up questions and Kevin spent as much time as necessary to make me feel comfortable and informed and really explained things in a way that I could understand. He says he “Geeks out with this stuff” but he clearly knows what he’s talking about. Im attending a class he’s teaching at Trinity college.
I finally have all my ducks in a row with an amazing TEAM that is attentive, knows their stuff and makes me feel in control of my future. Thank you to your entire staff. – Terri
Athenian Private Client Group
ADDRESS: 2625 Keystone Rd a4, Tarpon Springs, FL 34688, United States
NUMBER: +1 727-754-8418
DESCRIPTION FROM BUSINESS: Athenian Private Client Group offers comprehensive lifestyle planning that includes wealth accumulation, preservation, tax planning, estate planning, and risk management…
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Spiros, is an excellent Financial Advisor! I highly recommend him. He has helped me so much with what exactly I should do with my finances. He is trustworthy and honest. I am so glad I was referred to him. He has truly made a difference. – Shelley Kidder
REVIEW #2 – Spiros is a true professional. He understands and listens to my client’s needs. The client comes first in the equation as he makes recommendations like he would for his family. His main focus is customer for life. I strongly advise/recommend sitting down with Spiros to understand the timeline you on at in achieving your financial objective. – Jim Stojak
REVIEW #3 – Athenian Private Client Group handles millions for our non-profit and personal assets. They are loyal, ethical and extremely brilliant at protecting and producing money. They get an A+ from us! – F. Damon Friedman
REVIEW #4 – Spiros is a very down to earth, comfortable guy to do business with. He is always a phone call away if you have any concerns. – carl cappello
REVIEW #5 – Very professional & Spiros definitely will make sure that all your questions are answered in regard to wealth management. – Gabriel GTL
REVIEW #6 – Spiros is a good man. I trust him. – Glenn Longpre
Edward Jones – Financial Advisor: Joe Cannarella
ADDRESS: 2611 Keystone Rd suite b-6, Tarpon Springs, FL 34688, United States
NUMBER: +1 727-937-6108
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Joe and Kimberly are amazing to work with. I always questioned the value of a financial advisor, thought I could do better with a self directed service, I was wrong. In just a few months Joe has set me up and proved his value. He is an excellent listener, focuses on my goals, and spends an appropriate amount of time educating me on investment options. He has changed my opinion on financial advisors, not sure about all of them, but Joe is worth it. – Jason Rohler
REVIEW #2 – Joe Cannarella is who you want if you are trying to get a handle or plan you financial future. He is easy to talk to, within min its like talking to an old friend. I was surprised how comfortable I felt talking with him He can get you where you want to go in life! Weather you are trying to straighten things up or just improve on what you have Joe is who you want to help you make a plan! – Karan Durbin Emerson
REVIEW #3 – Joe is so honest and knowledgeable. He really took the time to listen to what I want and helped me set my finical goals and what I needed to do to reach them. He goes above and beyond for his clients. I have complete trust in him and highly recommend him. – GV
REVIEW #4 – Joe Canneralla. That’s pretty much enough said. You are seriously not going to find a more honest, straight shooting, and professional guy in the investment business. He works with you to find a game plan and jumps right in on your team to make it happen. Do business with this guy. You wont regret it. – James Webb
REVIEW #5 – Joe Cannarella is the best! Highly recommend him and his staff. – Daniel Burton
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