3 Best Gold IRA Investment Companies Near Me in Folsom, 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: 2600 E Bidwell St Suite 200, Folsom, CA 95630, United States
NUMBER: +1 916-850-6959
SERVICES: Financial planning, Advisory Services, Brokerage Services, Investment Strategies, Lending Solutions, Saving & Investing, Small Business Retirement Plans
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 – We met with Brad for an IRA rollover and the experience was top-notch! He explained everything clearly and helped us with each step of the process. I highly recommend going to this Fidelity location for all your financial needs. – Dennis J
**** More Reviews Pending for This Business ******
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Edward Jones – Financial Advisor: Chris Wilczewski, CFP®|RICP®
ADDRESS: 1568 Creekside Dr Suite 204, Folsom, CA 95630, United States
NUMBER: +1 916-260-5996
DESCRIPTION FROM BUSINESS:
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 – felt compelled to leave a review for Chris and Shannon at the Folsom office. I have sent countless friends to them and referred plenty of people to this business. They have been fantastic to work with super professional and amazing communication. I can’t say enough good things about this team. My only regret is not meeting them sooner. – Brendan McGagin
REVIEW #2 – Chris is a great advisor. He’s patient, answers all questions very thoroughly and overall does a wonderful job with my money. He’s very trustworthy and he will be our family’s advisor for life. – Matt McNeil
REVIEW #3 – Chris is amazing. I was with another Edward Jones representative before and I wanted to work with Chris for several reasons. He is honest, timely and treats my money as if it’s his own. He truly cares about his clients, remains confidential and I’ve never had a better experience with a financial planner. Highly recommend Chris! – Brittany Black
REVIEW #4 – Looking for an honest, trustworthy, friendly financial planner? Then Chris is your go to! He is educated, knows his products but also really gets to know his clients! He wants to know about you and your family not to only help you, but because he’s genuinely a caring guy. He is a no-nonsense, no-sales person which I appreciate! – Tamara Loeffler
REVIEW #5 – I highly recommend Chris as a financial planner! He is educated, knows his products but also really gets to know his clients! He is a family man who wants to know about you and your family. He is a no-sales person which I appreciate! Thank you Chris for all that you do! – Rebecca Johnson
REVIEW #6 – Chris is a very detailed, professional financial advisor. He explains everything in a calm manner, and makes the investment process feel safe and secure. I am so pleases with his services and highly recommend his services. – Kasha Rabon-Green
REVIEW #7 – I’m very happy with Chris. I’ve met with many financial advisors in my lifetime but Chris impressed me with how it approaches his clients’ retirement plans with HEART. He cares first and foremost that people are taken care of. I appreciate you Chris! – Kalae L
REVIEW #8 – Chris spent 2 hours with me on our first meeting! He made me feel so comfortable and is such a genuine and honest person, I felt like I was talking to a good friend. Chris was not pushy at all and really wants to help YOU! If you need financial advice, Chris Wilczewski is your man!! – SugarBare Skin Care
REVIEW #9 – Chris is a great guy and an excellent financial advisor. He takes the time to understand how I like to manage my money, what my financial motivations are, and the needs of my family. I truly appreciate the unique way that he takes all of this information, adds in his expertise, and then helps me make informed decisions about my financial future that are beneficial AND make me feel comfortable.
Chris has great customer service. He is easy to communicate with, I never feel rushed when talking to him, he always responds in a positive manner, and I feel like he completely focuses on the topic at hand.
All of these factors make me comfortable working with Chris for the long term. – Michael Mann
Lake Tahoe Wealth Management, Inc.
ADDRESS: 101 Parkshore Dr, Folsom, CA 95630, United States
NUMBER: +1 855-515-5896
SERVICES: Investment Advisory, Personal Finance, Personal Financial Planning, Planning For Business Owners, Portfolio/Asset Management, Retirement Planning, Tax Planning, Wealth Accumulation And 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 – Angel Escobedo has been very helpful throughout all my experiences with Lake Tahoe Wealth Management. He is knowledgeable and also very personable. I feel like he understand my needs and truly want to help me achieve my goals. – Jordan Viggiano
REVIEW #2 – I got into contact with Angel because I had a lot of questions about my health packages and benefits. He was very helpful and explained everything very clearly to me knowing I don’t know anything about this kind of stuff. All in all he was extremely helpful in explaining the various aspects to me so I could understand what I was going to be getting and what would benefit me most. – Armand Hernandez
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