3 Best Gold IRA Investment Companies Near Me in Menlo Park, 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
Riverwood Capital
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ADDRESS: 70 Willow Rd, Menlo Park, CA 94025, United States
NUMBER: +1 650-618-7300
SERVICES: Advisory Services, Legal Advisors, Portfolio Advisors, Tax Advisors, Transaction Advisory
STORE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Great company with amazing staff that a friendly and helpful. Had a great experience with them – Eden Bini
REVIEW #2 – good picks here – John Mucha
REVIEW #3 – **** MORE REVIEWS PENDING FOR THIS COMPANY ****
Recommended Sponsors
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
GoldenCrest Metals: Offering the Best Deals for Seniors Ready to Retire
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Charles Schwab
ADDRESS: 800 El Camino Real Suite #100, Menlo Park, CA 94025, United States
NUMBER: +1 650-614-2000
SERVICES: Tax planning, Wealth management, Asset Protection, Business Retirement, Company Retirement, Financial Consultants, Defined Benefit Plan, Defined Contribution Plans, Retirement Planning, Retirement Strategy
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 – I have been a Schwab customer for over 20 years and have gotten consistently excellent service at the Menlo Park branch. In the last 5 years I’ve set up multiple trust accounts at Schwab, including a couple of special needs trusts for relatives. There were some complicated issues, and Schwab handled them all flawlessly. I’m always impressed with the speed and professionalism with which Schwab addresses all my requests, questions and concerns. They are head and shoulders above any other financial institution I’ve used. Just superb. A++. – Gordon Kotik
REVIEW #2 – This Schwab branch offers exceptional financial services with a commitment to transparency and client satisfaction. So far my experience with Schwab has been great because the team is knowledgeable and responsive, providing expert guidance whenever needed. Highly recommend for anyone looking for reliable financial services! – Lia Kim
REVIEW #3 – I walked in extremely confused about how to go about transferring funds from one institution to another. Frank Benson was so helpful from the get-go! He hopped on the phone with me and the other institution to help facilitate the transfer. I had my 2 pups with me and he was even kind enough to grab some dog treats for them as we waited. Thank you for explaining the whole process so thoroughly and kindly! – Annie Tran
REVIEW #4 – Frank who works here is wonderful, kind, and respectful. I hope he stays for a long while – Ashley Onyett
REVIEW #5 – First class customer service, the staff make everything easy. – Roger Knopf
Morgan Stanley (Menlo Park Office)
ADDRESS: 2725 Sand Hill Rd, Menlo Park, CA 94025, United States
NUMBER: +1 650-234-5500
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 – Wonderful, kind, and astute people who take care of whatever help you need! – Rebecca Emerick
REVIEW #2 – Had a great service here. Thank you – Emily Roth
UNFORTUNATE REVIEW– The only thing they care about is the commission fees. A bunch of salesmen pretend to be financial advisors to sell you high fee low return financial products which yield less than CD – Adrienne
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