Home
Helpful Links
My LinkedIn Profile
My Blog
Testimonials
Contact me


Fee-only
Financial
Planning

The GOLD Company does not sell any products and is compensated ONLY from the company's clients. No commissions are taken on any products.

I sincerely enjoy meeting people and getting to know them. The Gold Company strives to return calls promptly and takes a genuine interest in your needs. I work hard to personalize a plan that best fits your needs, budget and future.

It is THE GOLD COMPANY'S intention to offer quality, objective, and personalized financial advice to individuals, organizations and companies.  Investment management services are our strength; they are an integral part of implementing and achieving lifetime goals.
I have been teaching finance at the University of Southern Maine for over 25 years.  As a financial educator, I have written numerous finance articles, been a public speaker on financial planning topics, a newspaper columnist on investing and host of financial programs on radio and television and has been recently added to the Journal of Financial Planning Advisory Board.

THE GOLD COMPANY'S code of ethics follows the Certified Financial Planner (CFPRegistered CFP) principles which include:  integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

For a reasonable hourly fee you can receive quality financial services catered just for you, your organization or company.  We also offer reasonable portfolio development and management fees. 
 

Joel Gold recognized as a Financial Frontier Award Winner by Janus and FPA. 
The GOLD COMPANY will help you achieve financial well being.

Offering the following services:
  • Investment Portfolio Assessment

  • Portfolio Development

  • Securities Portfolio Management

  • Retirement Planning

  • Insurance/Risk Management Review

  • College Planning

  • Real Estate

  • Estate Planning

  • Business Analysis

OFFICES IN MAINE AND FLORIDA

145 Newbury St.
Portland ME 04101
207-650-7884
moneyprof.oob@gmail.com
6427 Tiara Drive
Boynton Beach, FL 33437
561 894-8436
moneyprof.oob@gmail.com