4 Best Gold IRA Investment Companies Near Me in West Palm Beach, FL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Retirement Capital
ADDRESS: 2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409, United States
NUMBER: +1 561-784-7910
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been engaged with Retirement Capital for 12+ years. As a single income household, they successfully guided me through college planning for my 2 daughters who went to Ivy League schools. They were always available, upfront and professional regarding financial opportunities along the way. Now in retirement, I totally trust that they have helped me to manage my monies so that I will have substantial income well into my 90s. They are personable and kind and held me and my family’s best interest in the forefront of our business transactions. I highly recommend their services. – Maggie Macfarlane
REVIEW #2 – As customers of Retirement Capital since 2014, we have thoroughly enjoyed our investment relationship with John, Fernando and staff. We are always kept abreast of current opportunities and appreciate their hard work as we retire. We look forward to our RMD’s !! – Cheryl Perry
REVIEW #3 – Started with them a few months ago, they took the time to understand me, what is important and where I want to go. Building a solid plan with everything explained. Feels great to have a plan and experts on my side!! Everyone is also very nice and always available. – Jon Pubentz
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Guided Financial Advisors
ADDRESS: 700 S Rosemary Ave #204, West Palm Beach, FL 33401, United States
NUMBER: +1 561-228-1450
DESCRIPTION FROM BUSINESS: Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm…
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | 9:00 AM – 12:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ari Goldberg is one of the most trustworthy and hardest working people I’ve ever met. He’s honest, kind, and always takes the time to listen. You can tell he genuinely cares about doing what’s best for his clients. Highly recommend Ari to anyone looking for someone they can truly trust. – Susie Blanshay
REVIEW #2 – Guided Financial Advisors have been awesome to work with. They really take the time to explain things clearly and make sure you feel comfortable with your financial plan. Super friendly, professional, and I feel a lot more confident about my future thanks to them. I got the pleasure to work with Layton Higginson and I would highly recommend using him. – Axle Rose
REVIEW #3 – Ive worked with Gavin and the team over at guided financial for a little while now and couldn’t say enough of how great they have been. Taking the time to both understand what I need and making sure I’m understood has made it such a great experience. I would recommend to anyone I know. The knowledge and guidance I was given was unlike anything I’ve experienced. They answered every question of mine and helped me understand everything that was going on. They are the best and I highly recommend Gavin Werner. Great guy and is very knowledgeable. – Collin Montgomery
REVIEW #4 – Richard is very skilled and knowledgeable, with a clear dedication to delivering high-quality work. He pays attention to details, communicates clearly, and approaches every task with professionalism. Highly recommend! – Cheyanne Blaszak
REVIEW #5 – I’ve known Richard for several years and he consistently shows honesty, patience, and a real passion for what he does. I’ve watched him go above and beyond for the people he serves. A great financial advisor and an even better person – Dylan Smith
REVIEW #6 – Andres from guided financial is amazing! He’s very smart and super easy to talk to. I highly recommend guided financial advisors in west palm to anyone who’s looking to achieve their financial goals. – Maria Cano
REVIEW #7 – I’ve known Andres for years, as former teammate and coworker from our college days. His professionalism and dedication to his craft is remarkable. If you are looking for someone that will go the extra mile, he is your advisor. – Guillermo
REVIEW #8 – I’ve had the pleasure of knowing and working with Richard for a few years. He is a very helpful and diligent worker! He’s incredibly knowledgeable and patient, with genuine commitment to his clients long-term financial success. He will take the time to understand your goals and provide a clear and personalized strategy to achieve those goals! – Brandon Vazquez
REVIEW #9 – What sets Guided Financial Advisors apart is their personalized approach. Nick & Jose actually listen carefully, explain things clearly, and tailor recommendations to my specific needs. Based on my past experience with other advisors, it’s refreshing to work with advisors who genuinely put clients first. – Brandon Alonso
REVIEW #10 – I had an outstanding experience with Guided Financial Advisors in West Palm Beach. From the very beginning, the team was knowledgeable, transparent, and genuinely invested in helping me understand and plan for my financial future. They took the time to get to know my goals and provided clear, thoughtful advice every step of the way.
Gavin, in particular, went above and beyond to make sure I felt confident and informed with every decision. His professionalism and dedication truly stood out. I would highly recommend Guided Financial Advisors to anyone looking for honest guidance, personalized strategies, and a team that truly cares about your financial well-being. – Tyler Le
Trajan Wealth
ADDRESS: 2054 Vista Pkwy #400, West Palm Beach, FL 33411, United States
NUMBER: +1 561-390-1000
DESCRIPTION FROM BUSINESS: Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning…
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 – Michael has been a pleasure to work with. He takes the time to explain and answer all of our questions. He has giving us a clear understanding of what we need to do for our future. We highly recommend working with Michael and Trajan Wealth. – Xiomara Grafton
REVIEW #2 – I am four years shy of retirement and wanted to find someone with great knowledge to show me ways to invest the money I have in my 403 B. I put my faith in Trajan Wealth and was introduced to Michael Marinelli who sat with my husband and myself and went through many options of what we could do. He was extremely patient and has so much knowledge in the world of investment. Five stars are not enough for the knowledge and professionalism shown to us. Meetings were made by him for accountants and lawyers to help secure our retirement. At Trajan Wealth it is a team approach that works together to let you know that your future is important to them. Thank you Michael Marinelli for all you have done for the Dalton’s. – Carolyn Dalton
REVIEW #3 – Amar and I would just like to sincerely Thank you (Mike Marinelli) for the exceptional guidance and support you have provided. Your expertise, patience, and clear communication have made a real difference in our financial planning and overall confidence about our future. We truly appreciate the time and care you take to understand our goals and offer strategies tailored to our needs. Thank you again for your professionalism and dedication. We look forward to continuing to work together.
Warm Regards.
Indra & Amar. – Indra Dhandhari
REVIEW #4 – After working with a person who presented himself as a fiduciary, but put us into unsuitable products. It is a relief to have found Trajan wealth where Judah truly listened to our needs and made us feel so safe. Working with Fred as our account manager we can rest assured that we are looking at a bright financial future. Can’t thank Trajan Wealth enough – Cheryl Sheriff
REVIEW #5 – Highly recommend! Great service and Michael is very friendly and welcoming. – Esther Delus
Northwestern Mutual
ADDRESS: 250 S Australian Ave UNIT 1601, West Palm Beach, FL 33401, United States
NUMBER: +1 561-284-8113
DESCRIPTION FROM BUSINESS: Northwestern Mutual offers financial planning for your business and family. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.
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 – Working with Terrance Poole at Northwestern Mutual has been one of the best experiences I’ve ever had with an insurance professional. He’s incredibly driven and genuinely dedicated to making sure you’re protected in a way that actually fits your life—not just whatever’s easiest to sell. Terrance takes the time to learn what you need, explains everything in a way that makes sense, and never rushes the process.
What really sets him apart is the way he stays connected after the paperwork is done. He checks in, makes sure your coverage still works as your life changes, and treats you like a real person instead of an account on a list. It feels less like doing business and more like building a trustworthy, long-term partnership.
If you want someone who goes above and beyond, listens, and truly looks out for you, Terrance is the one you want in your corner. Highly recommend. – Joniece Sims
REVIEW #2 – We’ve been working with Karen Holloway out of this office for years. She’s great. The office is nice, too, but at the end of the day it’s the people that you work with that matter. She’s always happy to help, and we really appreciate it. – Ryan Mackman, MBA, MHA
REVIEW #3 – Having a great experience with NorthWestern Mutual Terrance Poole has been a great help for me very thankful for his assistance – Luthiel Louinord jr
REVIEW #4 – I refer all my friends, family, and clients to Freddy Santory at Northwester Mutual in West Palm! – Dan Hahn
REVIEW #5 – Working with Justis Cousins and his wife Ryann has completely transformed how I approach my finances. Coming from a background where financial wellness wasn’t deeply taught, I was looking for someone who could not only advise me—but educate me. That’s exactly what they’ve done, and more.
Our initial meetings were thorough, informative, and zero pressure—just honest, thoughtful guidance. But the experience of working with them was so exceptional that I now have my retirement plan, disability insurance, and life insurance all set up through them.
Through Northwestern Mutual, they gave me a full analysis of my current financial picture—assets, debts, investments—and helped me chart a strategic, actionable path toward both short-term wins and long-term wealth.
Justis and Ryann are professional, patient, consistent, and brilliant educators. They also leverage their network to ensure I always have access to the best possible information.
It’s never too early or too late to get serious about your finances. And with the right advisors, it can actually feel empowering. Highly recommend this dynamic duo! – Brittani Glynn Magee
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