4 Best Gold IRA Investment Companies Near Me in Winter Park, FL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Nelson Financial Planning
ADDRESS: 423 Country Club Dr, Winter Park, FL 32789, United States
NUMBER: +1 407-629-6477
DESCRIPTION FROM BUSINESS: Nelson Financial Planning in Orlando specializes in creating custom retirement income solutions by developing personal relationships with our clients. We analyze retirement income needs and social security options…
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 first started going to Nelson Financial Planning in the early 1990s when it was called NIPS. We had a meager IRA that needed to be rolled over. We were in our mid 40s, and began with monthly investments. I would recommend Joel Garris and his team to anyone. We have listened to Joel’s wise words of wisdom and have stayed the course. He is always there to answer questions or try to calm our nerves in these roller coaster times. Our children now invest with them as does my granddaughter. We would never seek financial advice anywhere else. Their integrity and personal commitment to their clients is beyond reproach. – gammie sheilab
REVIEW #2 – I have been using Nelson Financial Investments for over 20 years. When I changed jobs he (Joel) helped me with moving my 401K.When I had questions about buying an investment property, he laid it all out for me. As the economy changes and I grow older I know that I am in the best of hands with this local gem of an investment firm. Don’t let the small firm feel let you think that these guys don’t have it together, they do! They are on top of their game and continue to make smart and secure investments on my behalf. I have recommended at least 5 people to the firm and some are even family! – dawn bishop
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
Anders Retirement & Investment Advisors
ADDRESS: 124 E Welbourne Ave, Winter Park, FL 32789, United States
NUMBER: +1 888-960-4494
DESCRIPTION FROM BUSINESS: Anders Retirement & Investment Advisors provides financial services such as fiduciary investment advice, annuities, life insurance, FRS DROP Rollovers, IRA Rollovers, Medicare, and more.
OFFICE HOURS
Mon CLOSED 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 – The Anders team is very knowledgeable and responsive yo all my questions and concerns. They were very familiar with the Florida Retirement system (DROP) and associated forms/paperwork. They customized my investment strategy to my specific situation and needs. My 4-year degree (B.S. Environmental Science) is of little help in the financial and investment world, as a result I seek out experts in their field of expertise (Doctors, layers, etc.) I am very satisfied with my experience with Anders Retirement & Investment Advisors and would highly recommend them especially for those like me who are not so comfortable or knowledgeable enough to navigate in the investment world. – Peter Screnock
REVIEW #2 – Anders retirement helped me navigate the intricacies of state retirement and planning for my retirement future. They’ve been totally transparent with me and have helped me immensely. They even had someone on their team help me understand the best choices for me regarding Medicare. – Dan Leonard
REVIEW #3 – I appreciate their help because I could not have navigated retirement on my own. They are truly concerned about their clients and go the extra mile for us. Danae was a pleasure to work with. Always responded timely and answered all of my questions. – francis bonner
REVIEW #4 – I have been with Don Anders as my financial adviser for several years. He and his team have done an outstanding job putting my mind at ease when I’ve had questions and concerns. Don checks in with me every year to make sure I feel comfortable and everything is going well. Who does that these days? Not many! Tammy Anders has also assisted me with my many, many questions. She has done this tirelessly with a great deal of concern and humor. I think she understands that as a former teacher I can question till the cows come home! I couldn’t be more grateful for Anders & Anders Retirement and Investments. – Cathy Kearns
REVIEW #5 – I cannot say enough great things about choosing Anders Retirement & Investment Advisors. After retiring from the sheriffs department after 25 years I was nervous and not quite educated on all the paperwork for FRS and my department. Danae Pollack has been amazing dealing with all areas of my retirement and being available at all times! She has dealt with FRS, my employer to ensure that my retirement was a seamless transition! I have nothing but 100% faith in my decision to use them and recommend them to anyone in FRS especially in Law Enforcement. – Brit Cardaropoli
REVIEW #6 – I love that when I call, someone answers immediately, and suggested I meet with Don. Then Cindy was actually working on what I needed, and she was very good at getting back to me and keeping me in the loop to let me know what was going on, delays, explanations, etc. I love this group! – Diane LuQuis
REVIEW #7 – My husband and I needed guidance as to where to put our money for retirement. Checked through our bank and other recommendations, but it didn’t feel as if we’d have someone guide us to make decisions that were best for us. Finally, a good friend recommended Anders Retirement & Investment Advisors. Working with Don and Tammy has been the best decision for our future. They’re always available and makes time so we have all the information needed to make decisions. Pros and Cons are always provided, which provides trust. My husband and I feel more positive about our retirement now. – Marcella Wilson
REVIEW #8 – I just retired from the school system, and I want to give a big shoutout to Anders Retirement for helping me tackle all the retirement paperwork. I honestly couldn’t have managed it without your awesome team. Don and his crew were super responsive, helpful, and really patient throughout the process. I highly recommend Don and his fantastic staff to anyone looking for retirement assistance. Huge thanks to Don and Tammy! – Alex
REVIEW #9 – Retiring and investing your life savings can be a scary thing. I retired at 52 in 2017 and was referred to Anders Retirement. Don and his team immediately put me at ease and setup my initial retirement investment accounts. Just recently in 2024, my initial investments reached their term limits and I used Don and his team to setup my second round of investments. Don Anders and Danae Pollack have both been fantastic. It’s a breath of fresh air these days to have someone actually answer your phone calls and/or emails and provide you with immediate resolution to any issues or questions you have. I whole heartedly recommend Anders Retirement for all of your investment needs. – Eric Rawls
REVIEW #10 – Having lots of questions about the uncertainty of retirement, I began exploring my options and attempting to educate myself. “Everyone” has advice and the “whatcha should do’s”. During a search, I found Anders on you tube. Lots of videos and lots of sensible scenarios. I watched videos and made notes. I attended a couple of webinars and made my decision. After a phone conference and more questions and answers, l was confident in my choice. I never felt pressure or uncomfortable. My retirement has just begun, and I’m please with the progress. But in the words of Tom Petty, “The waiting is the hardest part”. Its a process. But Mr Anders, and the team, are always willing to set up a meeting to discuss any concerns that pop up. Its been a great process. – Dennis Freemyer
Beacon Pointe Advisors
ADDRESS: 1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789, United States
NUMBER: +1 407-629-7008
DESCRIPTION FROM BUSINESS: At Beacon Pointe Advisors in Winter Park, FL, our financial advisor team offers personalized financial planning and investment management to help you feel confident about your financial future…
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 – My experience with Beacon Pointe Advisors has been outstanding, and a huge part of that is thanks to Cameron Crain. He was incredibly helpful every time I had a question or needed guidance. Cameron took the time to explain everything clearly, made sure I understood each step of the process, and always responded with professionalism and patience. It’s rare to find someone who is both highly knowledgeable and genuinely committed to supporting clients, but Cameron truly went above and beyond. Because of his help, the entire experience felt smooth, organized, and stress-free. I would highly recommend Beacon Pointe Advisors to anyone looking for trustworthy guidance, excellent communication, and top-tier client service. – Kristopher Sosnowski
REVIEW #2 – Working with Beacon Pointe has been an excellent experience. As an RIA, they truly put clients first and take the time to understand your full financial picture. They explain things clearly, offer thoughtful guidance, and make planning decisions feel manageable instead of overwhelming. Cameron Crain was very knowledgable and went above and beyond to make the process entire process seamless. Highly recommend if you’re looking for honest, helpful financial advice you can trust. – Dominic Castellano
REVIEW #3 – I’ve gotten great financial guidance from my cousin, Cameron Crain, who works at Beacon Pointe Advisors. Based on my interactions with him and what I’ve seen from Beacon Pointe’s approach, it’s clear they prioritize transparency, education, and doing what’s best for the client. Their approach is tailored to each individual client and their attention to customer service is unmatched. I’d highly recommend working with them on your portfolio. – Zach Croake
REVIEW #4 – As a woman, it can be tough to find an RIA that feels both welcoming and approachable — but Beacon Pointe absolutely delivers. Michelle, Elaine, Paige, and Crystal create an environment that is warm, supportive, and never overwhelming. Their Women’s Advisory Institute is an incredible resource, and it’s clear they truly understand the needs of women seeking guidance in investments and financial planning. Highly recommend Beacon Pointe! Thank you for the wonderful experience! – Haven Terrell
REVIEW #5 – I can’t say enough great things about Cameron Crain! He genuinely cares about the people he works with and goes above and beyond to help you understand your options and make smart decisions. Highly recommend him to anyone looking to get their finances in order or plan for the future! – Max Croake
REVIEW #6 – The Beacon Pointe team is extremely knowledgeable and trustworthy – and they truly care! Crystal has been my advisor for many years and, in addition to doing a great job managing my investments and formulating a financial plan that helped me prepare for retirement, she has also assisted me with tax planning and inheritance issues, and even guided me through a successful Medicare surcharge appeal. You’re not just a number with Beacon Pointe – They know you personally and provide support through every financial situation and stage of life! – Michael Garner
Lakeshore Advisors
ADDRESS: 238 N Park Ave, Winter Park, FL 32789, United States
NUMBER: +1 321-464-5122
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Coleman is incredibly knowledgeable in all areas of finance. My husband and I were looking to start investment accounts and he really took the time to explain how they work because we didn’t know much. He’s been super hands on every step of the way and answers any questions we have quickly. Highly recommend Coleman and Lakeshore Advisors! – Anita Adams
REVIEW #2 – I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands. – Kim McLaughlin
REVIEW #3 – Working with Coleman at Lakeshore Advisors has been a smooth, transparent, and rewarding experience for both my wife and me. From the very beginning, Coleman has made sure that we’re both actively engaged in our financial success. His expert guidance and commitment to our goals have made all the difference in our financial journey. We truly appreciate his professionalism and personalized approach. – Matthew Crowe
REVIEW #4 – We have had the pleasure of working with Coleman for over two years, and during this time, we have been consistently impressed by his expertise and professionalism. Coleman goes above and beyond to address our questions and concerns, always ensuring we feel informed and confident in our financial decisions. We feel fortunate to have found such a dedicated financial adviser to guide us in planning for our future goals. We highly recommend his services to anyone looking to achieve their financial goals. – Jason Stubblefield
REVIEW #5 – I’ve been working with Coleman for several years, and I couldn’t be happier with the service and guidance provided. Coleman is highly knowledgeable, patient, and pays great attention to detail. He took the time to thoroughly explain every option and created a plan that works well for my family and I. I highly recommend Lakeshore Advisors to anyone looking for personalized, trustworthy, and expert financial advice! – Kaitlyn Plemmons
REVIEW #6 – I cannot recommend Coleman and Lakeshore Advisors enough! Choosing a financial advisor can be scary and challenging. After meeting with several advisors, Coleman stood out by his ability to listen to our immediate needs and long term goals and also his overall responsiveness. He is always there to answer any questions we have. He has proven himself in the 4 to 5 years we have worked with him- he has made wonderful recommendations to set me and my family up for financial success.
Coleman has taken the time to get to know me and my family and has shown that he can deliver results. – Kristin Wiesenfeld
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
