2 Best Gold IRA Investment Companies Near Me in Fremont, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Encover Personal Finance LLC
ADDRESS: 34291 Eucalyptus Terrace, Fremont, CA 94555, United States
NUMBER: +1 510-999-4663
SERVICES: Investment Advisory Services, Investment Management, Personal Finance, Retirement Planning
STORE HOURS
| Mon | 10:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 6:00 PM | |
| Wed | 10:00 AM – 6:00 PM | |
| Thu | 10:00 AM – 6:00 PM | |
| Fri | 10:00 AM – 6:00 PM | |
| Sat | 9:00 AM – 2:00 PM | |
| Sun | 9:00 AM – 2:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests. – SK
REVIEW #2 – I had a very good experience working with Sridhar. He is knowledgeable and provided excellent advise. He listened patiently to my concerns and requirements and gave good recommendations. I found him easy to work with and would highly recommend him to anyone looking for financial advise. – SL Narayan
REVIEW #3 – Extremely knowledgeable. I thought I knew everything but he provided us with excellent guidance on the advantages and opportunities that are available for us to use to leverage our finances safely and based on our goals. We would unconditionally recommend his services to anyone who wants top tier advice on finances. – CK
REVIEW #4 – All the retirement choices was confusing to me. Fortunately Sridhar was able to simplify and make suggestions for my situation. I recommend him very highly. – Vasant K
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Charles Schwab
ADDRESS: 3161 Stevenson Blvd, Fremont, CA 94538, United States
NUMBER: +1 510-445-3600
SERVICES: Retirement Planning, Retirement Strategy, Investment Advisory Services, Investment Consultants, Individual Retirement Accounts, Wealth management
STORE 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 family and I would like to express our sincere appreciations for Johnathan Chen, VP – Financial Consultant at the Charles Schwab Fremont Branch.
Johnathan provided outstanding support in resolving our complex trust account issues that we went to another branch, wrote many emails but did not get resolved.
Besides, he has been demonstrating exceptional professionalism, patience, and a genuinely friendly attitude throughout the process. He was willing to go above and beyond, dedicating extra time and effort to ensure every detail was handled correctly and thoroughly.
In addition to his operational expertise, Johnathan also showed strong investment and financial planning insight. His advice was clear, thoughtful, and well-informed, helping me better understand my options and make confident financial decisions. His ability to explain complex financial matters in a practical and approachable way truly sets him apart.
I highly recommend Johnathan to anyone seeking a knowledgeable, trustworthy, and client-focused financial professional. His service represents the highest standards of Charles Schwab. – Grace C
REVIEW #2 – Great service from staff here. If you need to deposit checks, the counter staff are fast. There is an area to sit & watch the news. They provide complimentary self serve coffee, tea, hot chocolate, water & sodas. You can also use 2 computers to check your Schwab account. – Mihir Meghani
REVIEW #3 – Came to deposit a check. It was a super quick and easy. The staff was professional and friendly. Parking is easy. Highly satisfied. – Jason Hoang
REVIEW #4 – Great professional service people there. Kind and helpful information supplied. – Dehua Han, Bay Area, California
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