2 Best Gold IRA Investment Companies Near Me in Palo Alto, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Fidelity Investments
ADDRESS: 251 University Ave, Palo Alto, CA 94301, United States
NUMBER: +1 800-742-1566
SERVICES: Financial planning, Advisory Services, Brokerage Services, Investment Strategies, Lending Solutions, Saving & Investing, Small Business Retirement Plans, Gold IRA Rollovers
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 – I’ve had a great experience with Richard Amaechi as my advisor. He’s really knowledgeable and personable. The front desk is super helpful too, I needed a document notarized and they helped me out with it. – Joseph Sulpizio
REVIEW #2 – Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances! – Jackie Cabelus
REVIEW #3 – I’ve been using Fidelity for 15+ years and I’ve always had very good experiences with them. – Travis Wise
REVIEW #4 – My experience with the Fidelity staff at this location has been fantastic! My interactions have primarily been online, however — I do not visit the branch much. Kathy Lee is always extremely responsive, and the consultants team of Andrew Reid, Julie Harris, and Amy Tran have always gone above and beyond and are very diligent in getting my questions and service needs taken care of. Also a big shout out to Terri Lyders, she is extremely knowledgeable in estate planning and provides valuable insights. I highly recommend Fidelity! – Ashok Kumar
Recommended Sponsors
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
GoldenCrest Metals: Offering the Best Deals for Seniors Ready to Retire
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Alison Wealth Management
ADDRESS: 228 Hamilton Ave floor 3, Palo Alto, CA 94301, United States
NUMBER: +1 888-617-3402
SERVICES: Holistic Financial Planning, Holistic Retirement Planning, Holistic Wealth Management, Investment Advisors, Investment Management, Retirement Income Distribution Planning, Retirement Income Planning, Wealth Management & Investment
STORE 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 – Prior to coming to Alison Wealth, we had had a financial planner that looked after our investments and also looked at our future needs for the children and retirement. However, we were always on our own in terms of taxes and this was always a problem as we could never find a good tax accountant and we always felt we weren’t maximizing our tax savings when doing our taxes ourselves. In trying to find a better tax solution for ourselves, we stumbled on Alison Wealth and their holistic view on wealth management. They were doing exactly what we’ve been wanting for a very long time. They looked at our situation and worked to understand where we wanted to be. They helped us build a plan, implement it, and now help us to file our taxes and navigate our financials as the times change. If you are looking for a knowledgeable, caring, and responsive team to fully support you in meeting your financial and life goals, we fully recommend taking a look at Alison Wealth. We have been so happy to have found Dave and his team. It’s truly wonderful and reassuring to know that we have them keeping an eye on things and available to talk should we have any questions. – Li-Chuan Egan
REVIEW #2 – I have been working with Alison Wealth for the past three years, and I couldn’t be happier with their exceptional financial advisory services. Since the beginning of our partnership, Dave and his team has been instrumental in guiding me through various financial matters and challenges.
Their in-depth knowledge, strategic recommendations, and personalized approach have been invaluable. In this complex financial world, it is truly reassuring to have someone with such expertise by your side! – erkay uzun
REVIEW #3 – Dave has really helped my family to budget and plan for the future. Not only did he clearly explain steps for us to take in planning for long term and short term goals, but he also assisted us in taking those next steps — whether that meant filling out paperwork, helping us research, and/or putting us in touch with the right people. Dave helped us with our life insurance, retirement funds, and estate planning. Throughout the process, Dave was patient, communicative, and knowledgeable. With his help, I feel much more prepared for our future and secure in knowing that we’ve taken the necessary steps to plan for our family. I would highly recommend Dave and his team to help you with your financial goals! – Danielle Marie Goffi
REVIEW #4 – Dave is an excellent advisor. He allowed us to grow from simply renting a couple of rooms in a small apartment building for our small business to leasing a building of our own. His breadth of knowledge in both finance, investment and even regarding tax-related concerns is expansive and his insight is spot on. He’s patient and asks excellent questions to really understand our personal as well as business goals. The best part is that he really involved us through every step of the analysis and planning process. Through demos and videos, he helped us really see and understand the financial health of our business and then gave us tools to allow us to check-in on our progress throughout each quarter. We feel we are in great hands with Dave! Highly highly recommended! – Rebecca A (Kids Can Groove)
REVIEW #5 – Dave and the Alison Wealth Management team have been amazing to work with. They have set me and my family up with an excellent plan and are incredibly diligent in their work. – Ernest Goffi
REVIEW #6 – I decided to work with Alison Wealth Management after meeting with several other financial advisors seeking someone to help me plan my retirement, and have been so happy with my decision. Dave Alison and his team are professional and flexible. They provide excellent research and advice, including weighing the pros and cons of various options.
My favorite parts of the partnership are having tax implications considered in each scenario, having a long-term view, and Dave’s focus on sharing his knowledge by training financial advisors.
I am happy to recommend Alison Wealth Management to investors looking for next level financial advising. – Marie Oamek
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