3 Best Gold IRA Investment Companies Near Me in Los Angeles, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Satori Wealth Management, Inc.
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ADDRESS: 12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, United States
NUMBER: +1 310-210-7275
SERVICES: Investment advising, Retirement savings consulting, Tax planning, Wealth management, 403b Plan, Asset Allocation, Assets Retirement, Financial And Retirement Planning
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 – We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori.
Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori. – Alla Kaluzhny
REVIEW #2 – Over the years, with Danny’s guidance, we have developed a successful plan to reach and maintain financial independence. Our satisfaction with the entire process cannot be overstated. Beyond giving us financial peace of mind, Danny’s comprehensive approach has positively impacted our total well-being. Our meetings with him are a pleasure, and we look forward to continuing this relationship for many years to come. We would unhesitatingly recommend him to anyone. – steve de furia
REVIEW #3 – My husband and I have benefited from Satoriwealth’s retirement services tremendously. We’ve known Danny Michael, the Founder and CEO, for over 5 years. He’s not only a Certified Financial Planner, but also a Registered Life Planner! Danny provides transparent financial advice, AND, helps guide us to actually fully enjoy our retirement phase of our lives. He uses state-of-the-art software technology, with detailed descriptions, including timelines, so we understand the big picture of our finances, how certain decisions would impact our financial status down the road, and how we can live a wonderful quality life. His tools, resources, referrals, and overall expertise take the guesswork out of financial decisions and spending, so we can freely live our lives with confidence and peace of mind. Any burden of research, monitoring, and portfolio rebalancing has been taken off our shoulders. It makes financial decisions much easier, and we love that we’re enjoying ourselves now more than ever. Danny’s more than a “numbers guy”! He actually cares about his clients and helps us plan our lives to ensure we maximize our retirement experience. If you’re on the fence about consulting with him, go for it! My husband and I highly recommend him for your retirement enjoyment. Have fun! – Myrna True
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Empress Investment Group
ADDRESS: 321 N Larchmont Blvd Suite 800, Los Angeles, CA 90004, United States
NUMBER: +1 310-450-2904
SERVICES: Retirement planning, Social Security Planning, Investment Planning, Retirement savings consulting, Tax planning, Wealth management
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 – Meaghan Phelps and crew are very responsible and respectful! Her financial risk assessments very useful! My portfolio has done amazingly well, for years and not just because of market, but her recommendations on funds and stocks to choose! Her research is fantastic! Great communication, and love the weekly updates on market performance and what’s happening in the world affecting the market!
You can check investment performance anytime, anywhere! Highly recommend – Iris Weil
REVIEW #2 – Empress Investments has my gratitude for the professionalism, customer service, and outstanding financial communication they’ve provided prior to and after retirement. Under Megan Phelps, Empress Investments has proven to be a very progressive financial institution with strong leadership and dedicated employees who have completely impressed me with efficiency and punctuality serving as the hallmarks of their services. – John Evelyn
REVIEW #3 – My meeting with Meagan is always punctual and pleasant. I felt I was given plenty of time and didn’t feel rushed. It was very informative and I really appreciate the support that Meagan and her staff has given me for many years. I’m so thankful that I met Meagan and Empress Investment Group. – June Tomita
REVIEW #4 – Empress Investments is a very professional and knowledgeable group. They stay on top of market issues and fluctuations. They treat each client with respect and help them achieve their financial goals. – Roberto Juarez
REVIEW #5 – I have been using (dealing with) Empress Investment Group for several years now and have been nothing but pleased with the entire group. I am quite pleased with Meagan and the way she handles all of my investments. She is not only a bright, intelligent attractive woman but she definitely cares about her clients. I have consulted with her, not only on investment matters but also on many personal matters and have been quite happy with the advice and care she has given me on all matters.
Plus, the other members of her Empress Team (Mira, Angelica, Kera, Steve and others) are equally efficient, professional, friendly and caring.
When any financial or investment matters need to be dealt with, you would be quite pleased with the services and care that is given to each individual at the Empress Investment Group. – Patricia Nickle
REVIEW #6 – Before working with Empress Investment Group, financial meetings felt passive and left me feeling overwhelmed. That changed with Megan Phelps, who not only included me in the decision-making process but also took the time to break down my financial situation and outline clear steps toward my goals. For the first time, I felt in control and confident about my future.
Megan’s team is incredibly knowledgeable and always has my best interests at heart. They make sure I never feel out of the loop or judged, no matter how small the issue. Thanks to them, I now have peace of mind about my retirement and financial future. – Nonie Kimpitak
REVIEW #7 – I can’t say enough about my experience with Empress Investment Group! From the very start, their team has been incredibly hands-on, thorough, and truly invested in my financial goals. Their approach to wealth management is not only strategic but also personalized, ensuring that every detail is considered.
What sets them apart is their exceptional service—they take the time to educate, empower, and guide you through every step, making complex financial decisions feel clear and achievable. I’ve never felt more confident about my financial future, knowing I have a dedicated team that genuinely cares.
If you’re looking for a wealth management firm that is professional, proactive, and passionate about your success, Empress Investment Group is it! Highly recommend! – Claire Risoli
Wealth Management Partners of Los Angeles, Inc.
ADDRESS: 15760 Ventura Blvd # 700, Encino, CA 91436, United States
NUMBER: +1 818-600-6614
SERVICES: Annuity, Bonds, DST, Estate planning, IRA rollover REIT, Retirement Income, Retirement Planning, Roth IRA
STORE HOURS
| Mon | 8:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 8:00 PM | |
| Wed | 8:00 AM – 8:00 PM | |
| Thu | 8:00 AM – 8:00 PM | |
| Fri | 8:00 AM – 8:00 PM | |
| Sat | 10:00 AM – 6:00 PM | |
| Sun | 1:00 PM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro! – Orlin Koehmstedt
REVIEW #2 – It was a pleasure speaking with Mr.Alec P.Tuckman about my financial situation. He provided valuable advice and even referred me to a lawyer, which was a tremendous help. We spoke for approximately 30 minutes at no charge, which truly amazed me. It’s reassuring to know that there are still genuine and helpful professionals out there.
“I wholeheartedly recommend him to anyone seeking honest advice and professional support.” – YA Amirkhani
REVIEW #3 – Alec was very helpful helping begin my Roth IRA journey. He explained in a way that made it simple and plain. Thank you!!! – Luther Jackson
REVIEW #4 – I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor. – Mr L
REVIEW #5 – I was looking for a financial advisor/debt relief services and left a voicemail with Alec, he reached back out almost immediately! After getting some information from me, he very nicely explained that he doesn’t usually work with my personal situation, but still offered to give me some advice on what I could do moving forward. He was very professional, and gave me some great advice on my steps moving forward. I will still be looking for an advisor that fits my personal situation but Alec was fantastic and went out of his way to provide me with helpful guidance on my situation when he didn’t have to. Definitely recommend Alec to anyone looking to achieve their financial goals- and thank you Alec for taking the time to answer and provide me with incredibly helpful information when you didn’t have to! – Shannon Hickey
REVIEW #6 – Alec is a wonderful financial professional! He is friendly, thorough, ethical, a great listener, and a reassuring partner in establishing and maintaining a financial path that fits me and my financial goals. He follows through on what he says he will and gives me sound guidance to make the best decisions for my desired financial future. I am very pleased that I made the decision to work with Alec! – E J
REVIEW #7 – We are clients of Wealth Management Partners of Los Angeles and find Alec Tuckman to very knowledgeable and informative. We are pleased with his alignment with Dave Ramsey’s wealth building principles. He asks questions about your financial goals and how can he help you meet your goals. It has been a rough period lately in the stock market but we have been able to experience growth despite the poor economic climate. Alec continues to reach out to us through phone calls, email, and informative videos and articles which keeps us up to date on the financial climate. He is cordial and caring. I would highly recommend WMP for anyone who needs some hand holding with their financial future. – Paul Copeland
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