2 Best Gold IRA Investment Companies Near Me in San Marcos, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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1031 Capital Solutions
ADDRESS: 100 E San Marcos Blvd, San Marcos, CA 92069, United States
NUMBER: +1 800-445-5908
SERVICES: Retirement Planning, Estate Planning, Financial Analysis, Individual Investment Advice, Investment Analysis, Investment Portfolio,
STORE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I was a very frustrated landlord who needed to ditch that role in my life. A realtor friend recommended 1031 Capital Solutions, so I explored them as an alternative to paying capital gains taxes. The company, and Jacob in particular, made the complex transaction manageable. It took time, but they were extremely knowledgeable and patient, and I’m delighted with the result so far! – Tricia Brazil
REVIEW #2 – Really appreciate the follow up calls and phone meeting. I recently was sent the book “How to retire from Being a Landlord”. I want to express that Co-author Jason McMurtry really takes his time to explain the different options you have in your property management situation and how to retire burden free with passive income. – Jesse Diaz
REVIEW #3 – We owned a rental property that was some 50 miles south of us and we decided that we were tired of being long distance landlords, so we decided to sell the property. One problem the property had a very low tax basis and the capital gain tax was going to be huge; but we were ready to just deal with it.
Then I was referred to Jason McMurty at 1031 Capital Solutions, who was very easy to talk with and explained everything you could want to know about a Delaware Statuary Trust (DST) exchange. After talking with Jason we decided that this was the direction that we were going to move forward in and we could not be more pleased. Jason and his team are great, they helped locate a very sound investment, we completed the exchange transaction, had no capital gain tax to pay, collect a monthly income that is about 30% higher than we were collecting in rent and it arrives each month on the same day on time hassle free!.
As a Realtor, I have referred a number of clients who have also have had a great experience. I highly recommend Jason and his team at 1031 Capital Soultions. – Larry Franzella
REVIEW #4 – Great experience — professional, responsive, and very knowledgeable about 1031 exchanges. They made the whole process clear and stress-free. Excellent communication and attention to detail. Highly recommend! – Lining Sun
REVIEW #5 – About four years ago, I came across 1031 Capital Solutions and their offer for a free book, How to Retire from Being a Landlord. I was a bit skeptical at first—wondering if the book would truly be free or if I’d end up getting a bunch of sales calls—but I decided to take a chance. I’m so glad I did. The book was completely free, full of practical and useful information, and ultimately led to meeting Jacob Driver, Senior Vice President of Investments.
Jacob was incredibly knowledgeable, patient, and thorough. He met with my husband and me multiple times, answering all of our questions before we decided to move forward with a 1031 exchange. The entire experience was seamless, and Jacob made what could have been an intimidating process feel easy and stress-free.
We’re so grateful for the excellent service Jacob provided and for the passive income we’re now receiving as a result. We’ve since recommended Jacob and 1031 Capital Solutions to many of our friends and wouldn’t hesitate to do so again. – Leslie Lederman
REVIEW #6 – In 2024 I was planning to sell an investment property and was investigating options to delay paying capital gains taxes until I was prepared to actually use the funds. Initially I was introduced to 1031 Capital Solutions by attending a webinar offered on DSTs – which I knew nothing about at the time. The webinar was super informative and helpful and in fact, from that point forward my experience working with them was exactly that – super informative and helpful. The whole team from the managing partners to our primary contact Jacob and the support staff, were all great to deal with. We still feel very good about the investment choices we made from the options available (which were many), and the whole team has been helpful addressing questions or issues that cropped up either with direct guidance or a host of videos on their site that provide in depth knowledge on related topics such as filing taxes properly.
Honestly, I wish I dealt with such exceptionally knowledgeable and helpful folks in every service I deal with! – Shari Altman
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Bull Oak
ADDRESS: 16236 San Dieguito Rd Ste 4-22, Rancho Santa Fe, CA 92091, United States
NUMBER: +1 858-999-3550
SERVICES: Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Wealth management, Brokerage Accounts, Financial Advisors, Investment Advisory Services, Investment Management, Investment Opportunities, Investment Planning, Retirement Investing, Retirement Plan
STORE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The team at Bull Oak truly goes above and beyond when assisting their clients. After my parents passed it was clear the advisor they had used was unorganized, noncommunicative, and ultimately unhelpful. Bull Oak was the exact opposite experience- they took great effort to locate all assets and details for multiple accounts, including a few that were complicated to say the least. We now have clear vision into all information, have completely reorganized and relocated all accounts, and ultimately feel very comfortable with where we stand financially. We will rely on Bull Oak for all future financial advice and could not be more relieved to have found them. – Erin Kearney
REVIEW #2 – After extensive research on retirement planning and interviewing multiple financial planners, we hit the jackpot with Bull Oak. We were deeply impressed with the 2 hour strategy meeting which mapped out our finances and goals. As an example of the level of care you will receive: our portfolio includes an investment in a QOZ (Qualified Opportunity Zone) which is not common and is fairly complicated. This type of investment was new to all the financial planners we interviewed, including Bull Oak. However, only Bull Oak wanted to learn more about it and they arranged a conference call with the holding company to better understand the details and limitations around the investment. From the start, both Peter and Michael asked all the right questions and were deeply invested in fully understanding our entire financial picture. As a result, they have charted a course for us that aligns with our retirement vision and allows us to sleep at night. I highly recommend Bull Oak for their excellent personalized service. – Karen
REVIEW #3 – Ryan, Peter, and the team at Bull Oak are not only skilled advisors, they are thoughtful as well. Often the first thing that comes to mind when looking for an advisor is managing investments. Bull Oak does this of course–their philosophy is logical and evidence-based. But they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, for example. They have done this while also factoring in our goals and values. They are also a delight to work with. We highly recommend Bull Oak Capital. – Maggie Loveland
REVIEW #4 – About 5 years back we started looking for a fiduciary financial advisor and found that Bull Oak had the best reviews in San Marcos. I consulted with Ryan then and found out details of the services they offer but our portfolio didn’t meet their minimum requirements then. Ryan however was extremely helpful and I continued to subscribe to the firms newsletter to get generic macroeconomic insights and also understand their approach.
Along the way we tried some other financial advisors from Ameriprise who were absolutely useless. They confirmed being fiduciaries but just sold us Ameriprise products and had us create accounts with no personalized guidance of any sort.
We were recently able to qualify for Bull Oak’s minimum and have been able to avail of their services. Peter from Ryan’s team has been managing our portfolio and has been amazingly helpful. They study your situation in depth, understand your goals well and provide advice that sets you up for long term success. When you consult with them you can tell they put in a lot of time in creating a targeted plan and don’t just provide templatized financial advice. We are very happy with what we’ve seen so far and look forward to quantify returns on the offered guidance. – Vinit Samel
REVIEW #5 – We have been clients of Bull Oak Capital now for 5 years at least. They have been amazing and way surpassed my expectations, which had already been quite high. Ryan, Peter and the team offer exemplary service and attention to detail. Between the financial planning, advice, regular updates, podcasts, YouTube channel and even the yearly Christmas Gift, we are very happy we went with this company. You won’t regret it should you choose them also. – Noel Heraty
REVIEW #6 – The Bull Oak team has been great; the only regret I have is not signing on with them sooner… I love the methodical approach and the focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. I also love how the firm uses modern planning tools to stay connected with me at all times! I already recommended Bull Oak to a few of my friends and colleagues. – Dmitriy Bromberg
REVIEW #7 – My husband and I have been working with Ryan for 4 months, and I only wish we would have found him sooner. On our first meeting, it was immediately clear that Ryan has a wealth of knowledge and is able to impart that knowledge in a way that is easily understood. While his down to earth style makes it easy to communicate, he is all business when it comes to handling his clients’ investments. In this short amount of time, we are already seeing results that just weren’t happening with our previous advisor. Ryan is passionate about what he is doing, committed to doing the best for his clients, an excellent communicator, and he gets results. We are very confident in working with Ryan and highly recommend his services. – monica howard
REVIEW #8 – Highly recommend Ryan and his team. They have surpassed my expectations in what to expect from a financial advisor. Ryan is transparent, communicative, and responsive. He has spent so much time answering my questions, explaining market trends, and mapping out a financial plan to help me understand what’s realistic and how different decisions may put me on different trajectories. He also sends out regular newsletters with his thoughts on the economy and how to think about different market changes, which I love. Really happy with Ryan and his team and feel much more secure with my financial future. – Alexandra Jones
REVIEW #9 – My boyfriend and I wanted to make sure we were making smart financial decisions for the future. While searching on the internet for local advisers, we found Bull Oak Capital, which had stellar reviews! I went into the initial meeting feeling intimidated by the idea of seeing a financial advisor but Ryan quickly put me at ease with his professional but easy-going demeanor. Throughout the whole process, Ryan was so patient in explaining investment terminology and helping my boyfriend and I discover questions about our future we hadn’t even considered before.
Ryan and his team were super thorough with our financial report and it’s been so exciting to get a clear view of not only our current financial health but projections for years to come. For the first time in my life, I feel like I have a firm grasp on my financial future, and we have Ryan and the Bull Oak team to thank for! – Reina Taylor
REVIEW #10 – We interviewed multiple financial advisors and are very happy with our decision to work with Ryan and Bull Oak Capital. We have had 2 meetings now and Ryan has gone above and beyond with the personalized service, being transparent and very knowledgeable in both the financial planning and portfolio management areas. We are already seeing a difference in our investments and we look forward to a very long and productive relationship with Bull Oak Capital. – Kally Dhillon
REVIEW #11 – After many years of investing with a major brokerage company, it was a breath of fresh air for my wife and I to switch to Ryan Hughes of Bull Oak Capital, with whom we’ve been for several months now. His low-key, intelligent and strategic approach gives us an increased feeling of financial security. As valuable, if not more, is knowing that in his role as a fiduciary he always acts in our best interest. Ryan and his team also created a written Financial Plan for us. As you can tell from this review, we’re very glad that Ryan is our fiduciary financial advisor. – Bob Kappel
REVIEW #12 – I would highly recommend Ryan at Bull Oak Capital. From the very first phone consultation, Ryan seemed honest, knowledgeable, and most of all, very professional. I chose Ryan to better handle my investments, to create a financial plan for my girlfriend and I, and to give me recommendations to better prepare myself for the future.
During our financial planning meeting, Ryan sat down with my girlfriend and I and asked us about all of our financial goals (short and long-term). Ryan was able to map out our financial future on his white board, and was very personable and thoughtful during this process, coming up with ideas that we had never thought about when talking about finances.
The team at Bull Oak ran several financial models, tailored specifically to our financial goals and provided a very detailed document to explain their results and recommendations they had for us. Ryan and his team covered real-estate, retirement planning, planning for children (and college), and our general living lifestyle which included everyday expenses to small and large vacations. Ryan is very responsive to questions and is open to making any adjustments to your financial plan.
On the investment side, Ryan thoroughly explained his investment strategy and patiently explained any terminology that we did not understand. He allows you to choose how aggressively you want to invest your money (5 levels) based upon how much risk you would like to take on. Ryan is a fiduciary advisor, meaning that Bull Oak charges a small overall fee to the client (% of your portfolio), and does not collect any revenue from commissions. So, it is in Ryan’s best interest to maintain a quality portfolio for his clients.
Based on our experience so far, we would recommend Ryan at Bull Oak Capital if you are seeking investment strategies, investment management, or need a very detailed financial plan mapped out for you and your family. – Aron Ouye
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