3 Best Gold IRA Investment Companies Near Me in Beverly Hills, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Beverly Hills Private Wealth
ADDRESS: 350 S Beverly Dr Suite 360, Beverly Hills, CA 90212, United States
NUMBER: +1 310-388-3800
SERVICES: Estate Planning, Investment Adviser, Investment Management, Philanthropy Strategies, Retirement Planning
STORE HOURS
| Mon | 6:00 AM – 3:00 PM | |
|---|---|---|
| Tue | 6:00 AM – 3:00 PM | |
| Wed | 6:00 AM – 3:00 PM | |
| Thu | 6:00 AM – 3:00 PM | |
| Fri | 6:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Beverly Hills Private Wealth is outstanding. They combine deep financial expertise with genuine care, tailoring strategies that fit my goals and priorities. Communication is clear and proactive, and I always feel confident knowing my finances are in capable hands. Truly a trusted advisor I highly recommend! – Brandon Malavasic
REVIEW #2 – I’ve had an excellent experience with Beverly Hills Private Wealth and my friends and family have benefited as well. Scott Shagrin and Ira Ravitz stand out for their professionalism and genuine care. They take the time to listen, understand individual goals, and create strategies that bring clarity and confidence to financial planning.
What makes them unique is how approachable they are. Scott, Ira and the team make it easy to understand while always keeping our best interest at heart.
I highly recommend Beverly Hills Private Wealth for anyone seeking trusted advisors and knowledgeable on all facets of financial planning. – Robert
REVIEW #3 – I have been working with Nick for years and can say from experience in time that he is the most knowledgeable, helpful, and results producing financial advisor. I have ever worked with. He helped me get my finances in order and get to my goals. He is so good that I refer all my friends and family to him and now have more thana dozen friends and family who work with him and are all very happy. He is a godsend and what he does is amazing I highly recommend him. – Nicole Farr
REVIEW #4 – Lisa and the while BHPW team have been a dream to work with. Not only has our current money finally grown but the amount of care they spend helping us plan for the future for our son has been amazing. Highly recommend. – Kara Durrett
REVIEW #5 – Working with Beverly Hills Private Wealth has been an incredible experience. I trust them completely with my finances because they always put my best interests first — never their own.
They take the time to understand my goals, explain things clearly, and give thoughtful, honest advice. It’s rare to find a team that makes you feel truly cared for and confident about your financial future, but that’s exactly what they do.
If you’re looking for a firm that leads with integrity and treats your money like their own, this is it. – lauren abrams
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US Golden Eagle
ADDRESS: 8383 Wilshire Blvd #800, Beverly Hills, CA 90211, United States
NUMBER: +1 844-488-4653
DESCRIPTION FROM BUSINESS: US Golden Eagle was founded by veteran Morgan Stanley bankers with one goal in common; allow mainstream access of precious metals with low commissions and a 24/7 white glove customer support experience. Our executive committee consists of veteran investment and commercial bankers with 27 years of industry investment experience…
STORE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had very bad experience with 2 other supposedly top companies that dealt with precious metals IRAs. Their customer service was so horrible that I decided to go elsewhere. Thankfully I found US Golden Eagle. Todd, my broker, and “Storm”, in the retirement department, were very professional, courteous and well versed in their areas. They were very patient in answering all my questions, walked me through the process step by step and gave me all the support I needed to open an account and rollover an IRA from another company. I highly recommend US Golden Eagle if you’re thinking about buying precious metals. Really nice people to work with. – Russell Bivins
REVIEW #2 – I have to retract my review for US Golden Eagle; The owner of the company called me after my negative review and explained things in detail; I would say that you should ask a lot of questions and don’t rush into any purchase. Find out what your investment will be valued at after the purchase; ask what the spread is; be ready to hold for no less than three years and make sure you know exactly what you’re buying. Todd at US Golden Eagle helped me understand where I’m at with my investment and I greatly appreciate it. – Herry Jack
REVIEW #3 – After listening to ads for gold and silver investing, I decided to do some investigating. After speaking with several firms, I decided to go with US Golden Eagle, because when I spoke with Elizabeth, her approach was education before investing. Elizabeth has a no pressure approach. I recently made my fifth purchase based on her recommendations. She keeps her clients informed regarding the precious metals market, so the client can make the best purchase decision. – Everette Tyree
REVIEW #4 – I recently started a Roth IRA with US Golden Eagle which was facilitated by Elizabeth. He was consistently present to my concerns, took great care in hearing me and was very respectful. I felt no pressure. I felt he served me with respect and great care!!! He has integrity! – Burdett Waites
REVIEW #5 – Elizabeth and Susan have been true professionals and stand behind what they say and do. I was in a situation where my previous investment abruptly did a note call and left me hanging. I accidentally came across US Golden Eagle and was slightly interested but was very skeptical to take a chance and invest in precious metals. Matter of fact after inquiring I received a call from Elizabeth and I responded with thanks but no thanks not interested. Well, I had a change of heart and after many discussions with Susan and Elizabeth I decided to invest. Again, everything they committed too they have done and yes, I have received my gold at my house. – Outlaw Barry
REVIEW #6 – I had made the call to US Golden Eagle about switching an old 401K into precious metals. Fred was extremely helpful along with her team. They had gone the extra mile with me in helping me with explaining the information and my overall decision with the type of metals and differences between the different types of metals to purchase. Fred had taken the time to arrange the phone calls on my lunch break at my job. I’m extremely happy with my purchase and outcome. – Teden Mayis
REVIEW #7 – I think i made the right choice… I listen to Elizabeth and Todd every day on the radio and heard Buck mention US Golden Eagle I had been thinking about investing in gold so decided to make the plunge. The process was very easy Adam and Susan answered every question that I had. Finally made my first purchase last week – Buckley Maynard
AIO Fee Only Financial Advisors
ADDRESS: 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, United States
NUMBER: +1 424-358-5410
SERVICES: Investment Management, Ongoing Asset Management, Retirement Planning, Smart Investment, Tax Planning, Wealth Management
STORE HOURS
| Mon | 8:00 AM – 7:00 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 – We recently had our biannual meeting with Bill Holliday and AIO Financial. Bill is always very well prepared for our meetings. He has examined our current portfolio and has recommendations as to what should be sold and what to buy in order to balance our portfolio and to maximize our potential gains from the market. He is willing to take whatever time we need to understand our investments and provides guidance and information as to our long term prospects regarding whether or not our current finances will be sufficient to cover our needs in the coming years. We always feel more confident regarding our financial situation once we have met with Bill – Scott Creeger
REVIEW #2 – I recently started working with Bill at AIO financial advisors and I find him a pleasure to work with. He is helpful, knowledgeable, easy to talk with, and makes the process clear. We are in the early stages of getting things set up so my review is based on all these initial steps–it has been great! – Karen Morgaine
REVIEW #3 – After quite a bit of research we decided that AIO would best serve our needs- had a 1st meeting with them, and decided to proceed for more information. At our next meeting, Bill went over our specific financial situation, and was very clear to explain the whole process each step of the way. He answered all of our questions, including terms we weren’t familiar with. Ultimately we both felt comfortable with everything we heard, and trust that this is the right place for us to be. I have a better understanding of what a good ongoing financial plan looks like, and that our specific needs and wants are being addressed. I’d highly recommend you consider AIO as you do your own research. – Nita Strauss
REVIEW #4 – Since first meeting with Bill and his team at AOI, we feel they have really taken their time to get to know us and to listen to what is important to us. They do not offer a “cookie cutter” approach that only focuses on investment advice but instead, they look at the whole financial health picture and offer their insight and advice. Bill is a friendly, down to earth person and we very much look forward to our meetings with him. – Andrea Denton
REVIEW #5 – Our previous financial advisor recently retired. We just started with AIO and have been very pleased with the knowledge and professionalism of the team. They listened to our questions and incorporated our feedback into their suggested plans. No pressure sells. Great people to work with! – Jerry Baugh
REVIEW #6 – We met with our team of financial advisors at AIO, Bill, in particular, for our five-month financial check-in. Bill was prepared with an updated picture of our finances. He answered all of our questions, and we felt heard. It was a good meeting. – Claire Baugh
REVIEW #7 – I’ve been with AIO for years. It’s good to know that I’m not charged for every transaction, but on a fee only basis, so they aren’t trying to boost my bill by adding unnecessary changes. What they are trying to do is boost my quality of life. Over the years, we’ve worked together on a financial strategy that supports my beliefs! They arrived at our meeting today ready with plans to share about building my future. I truly appreciate their financial assistance and Modis operandi. – Karen Lewis
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