4 Best Gold IRA Investment Companies Near Me in Winter Haven, FL – Retirement Planning Services
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New Insight Financial
ADDRESS: 308 Ave G SW Suite 217 Suite 217, Winter Haven, FL 33880, United States
NUMBER: +1 863-589-6850
DESCRIPTION FROM BUSINESS: Since 2011, New Insight Financial has been dedicated to helping clients in Polk County and beyond achieve a secure retirement…
OFFICE HOURS
| Mon | 9:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 8:00 PM | |
| Wed | 9:00 AM – 8:00 PM | |
| Thu | 9:00 AM – 8:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jim Cooper is the most caring person with so much knowledge in the insurance field. He has helped me and many of my friends through our retirement process with insurance coverages and the directions that would fit our financial needs. He has always helped all of my friends and me with direction yearly coverage changes and set me on the right path. I enjoy my time with Jim and hang up feeling I have the best of everything. Thank you Jim for always taking care of us. – Lucy Hall
REVIEW #2 – On the recommendation of a friend, we began working with Jim over seven years ago. Each year we rely on Jim’s expertise to help us navigate the options for supplemental plans under Medicare. Jim takes the time each year to understand our concerns and any changing priorities. He stays current in his knowledge of the market offerings making sure we have an understanding of the options that can best fit our needs. Including options for additional coverage if applicable.
It’s a pleasure to work with Jim and we leave our discussions confident in our decision and knowing he is available throughout the year for follow up on any coverage issues that may arise – DougD
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Allen & Company of Florida, Inc.
ADDRESS: 250 Ave K SW #106, Winter Haven, FL 33880, United States
NUMBER: +1 863-294-7411
DESCRIPTION FROM BUSINESS: Beautiful Winter Haven, Florida — east of Tampa — is home to our Winter Haven financial advisors. The team in our Winter Haven office puts clients first and is dedicated to living the Allen & Company core values, every day.
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Everyone at Allen and Co that I have met has been studious, meticulous and helpful. But Dave Hamre is the best financial planner I’ve ever worked with (and I’ve had more than a few).
He has almost 50 years experience in Financial Investing and has almost an infectious love of sharing how proper investing works. He is someone to lean on when times are tough and someone to rejoice with when times are good, but he teaches you how to invest for the long haul. – Ken Horkavy
REVIEW #2 – Friendly, professional and extremely knowledgeable. Highly recommend. – Janice S
Aventail Wealth Management, LLC
ADDRESS: 353 Ave C SW, Winter Haven, FL 33880, United States
NUMBER: +1 863-333-1927
SERVICES: financial planning, trust asset management, small business retirement plans, and personal retirement accounts.
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 – Austin, Brian, and Carol are the best that there can be! All three of them are wealth of knowledge who are also kind and compassionate. It’s been incredibly easy to get ahold of them when I have a question or need help. I can’t see myself going anywhere else! Highly recommend! – Alex Glisson
REVIEW #2 – Austin is an absolute pleasure to deal with, very responsive and is always happy to discuss questions or concerns. Brian and Carrol carry a wealth of knowledge between the two of them. A must try if you’re in the market for weather management. – Matt Frazier
REVIEW #3 – We had a great experience and would highly recommend Aventail. Austin answered all our questions and is very knowledgeable. – lynda & greg tharp
REVIEW #4 – Aventail Wealth Management has been an extremely helpful resource for my finances. The service they provide is exceptional from starting up your account to the very clear and consistent communication they provide as they manage your account and profile. It is all stress free and user friendly. I know very little about Roth IRAs, stocks, etc. Adventail provides a personable experience catered around my personal goals with no pressure or judgement. They are readily available for questions and help and provide constant communication about the state of your finances, which they manage excellently. Highly recommend! – Raquel Arroyo
REVIEW #5 – A great group of people that will help you identify your financial needs, and direct you down the path to success. – eli hendrickson
Thomas Advisory Services
ADDRESS: 141 W Central Ave Suite 3, Winter Haven, FL 33880, United States
NUMBER: +1 863-207-0883
DESCRIPTION FROM BUSINESS: THOMAS FINANCIAL ADVISOR Since 1992, Allen Thomas has strived for excellence when providing clients with custom-tailored wealth management solutions. Allen is known for his strategies focused on retirement income plans for individuals.
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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Allen Thomas is a Christian, professional man and always has your best interest in mind. He help me get into my retirement planning with very little effort on my part. He will do his best to do the same for you. He is always available to answer your concerns.. I highly recommend Allen. – Joan Overby
REVIEW #2 – Allen and Marcie are extremely efficient , and any questions are answered in a very timely manner They will put your mind at ease. – patty tarquinio
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