3 Best Gold IRA Investment Companies Near Me in Clovis, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Edward Jones – Financial Advisor: Joshua Brown, CFP®
ADDRESS: 1990 N Fowler Ave Suite 112, Clovis, CA 93619, United States
NUMBER: +1 559-322-8197
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have to admit I was really impressed. I didn’t believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does. I also didn’t know that financially complex ideas could be explained that easily for me to understand. I am glad I made that appointment. – Robert Gonzalez
REVIEW #2 – Ray and the receptionist Corina are super nice and very helpful. They really make everything easy, fast and efficient! I didn’t know anything about investing but they took the time to explain and inform me of all my different options. They continue to include me in where my money is and what is going on with it. – Crystal Pizano
REVIEW #3 – Josh was informative and served as a good resource in developing and establishing my CD. His office support person was also supportive. The entire experience was positive with a willingness to return to learn more about their business. – Don Brinkman
REVIEW #4 – Ray López is an amazing Financial Advisor and very personable . He really explains everything answers any question even if it’s trivial. I would highly recommend Ray López – Marie Azparren
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Legacy Finance
ADDRESS: 516 5th St #201, Clovis, CA 93612, United States
NUMBER: +1 559-297-8080
SERVICES: Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management
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 – Working with Legacy Finance has been an absolute game changer for my finances. Brad, the owner, is not only extremely knowledgeable but also takes the time to explain everything in a way that actually makes sense. He genuinely cares about his clients and it shows in the thoughtful strategies he builds for both short-term goals and long-term planning.
What stood out most to me is how personal the process felt. This wasn’t some cookie-cutter financial advice. Brad really listened, asked the right questions, and tailored a plan that fit my lifestyle and future dreams. I walked away feeling confident, empowered, and actually excited about my financial future (which I never thought I’d say!
If you’re looking for someone you can trust with your financial planning, who combines professionalism with a truly personal touch, I couldn’t recommend Brad and Legacy Finance more highly. – mandaro01
REVIEW #2 – I’ve had an outstanding experience working with Legacy Finance. From the very first consultation, Brad was professional, knowledgeable, and genuinely committed to helping me achieve my financial goals. He took the time to understand my needs and provided tailored advice that gave me confidence and clarity in my financial decisions.
Thank you Brad!!! – Traci Freeman
REVIEW #3 – Legacy Finance is well established yet modern to suit anyone’s needs. Brad is knowledgeable, ethical is trustworthy. He has amazing staff that make sure everything operates smoothly. I highly recommend them! – Nicole Cassell
REVIEW #4 – Gary and Brad have been around forever, and you can tell they really know their stuff. The team is super friendly and always explains things in a way that actually makes sense. Definitely recommend! – Mathew McRae
REVIEW #5 – Wow, I can’t believe it’s been over 40 years of managing our financials. You can really feel that experience. The team is friendly, trustworthy, and takes the time to explain everything. Highly recommend! – TW
REVIEW #6 – Went in for a second opinion and Brad did advanced tax planning for me and gave me a full financial plan. I no longer have to worry and I can now enjoy my retirement and have peace of mind. No one else in town does what he does. – Helen W
REVIEW #7 – Legacy Finance was Voted Best Financial Planner in Central California- 2025.
We voted them the Best “Legacy” planner.
We came across Brad from a family referral. We were looking for ways to grow our retirement but also keep out of the volatile stock market. Brad and his staff listened to our concerns and worries about the Legacy we would be leaving to our children and grandchildren. Brad was understanding when we voiced concerns about not wanting to leave a burden to the next generation.
The Staff is very knowledgeable and helpful!
(even with the silly questions)
If you are looking for financial planning for today and the future we would definitely recommend Brad and his Staff at Legacy Finance. – Stacey J
Adam Bay – Full Armor Investment Management – Financial Services Advisor
ADDRESS: 475 Bullard Ave., Clovis, CA 93612, United States
NUMBER: +1 559-940-6770
DESCRIPTION FROM BUSINESS: Adam helps people who are serious about saving money to reach future financial goals by engaging clients to new ways of thinking about these goals so they can have greater peace of mind.
STORE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Adam has been my financial advisor since I was 27 years. Over the years I have seen great results and returns on my investments due to Adam’s great management skills. Adam and his team at Full Armor Investments are very trustworthy, honest, personable, and responsive. – Chris
REVIEW #2 – Great company, great guy. Highly recommend! – Scott Kemp
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