3 Best Gold IRA Investment Companies Near Me in Modesto, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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The Investment Consulting Group
ADDRESS: 121 Rue De Yoe, Modesto, CA 95354, United States
NUMBER: +1 209-577-5704
SERVICES: Estate Investment Planning, Financial Advisor, Financial Plans, Investment Consulting, Investment Planning, Retirement Plan
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 – The investment Consulting Group does a great job handling our company’s retirement plan. Always helpful, always responsive. Matt, Tom and Jairus really know their stuff. I highly recommend them. – Adam Weinert
REVIEW #2 – Professional service, authoritative answers, friendly folks. We have been with ICG for years and are very satisfied with their services to us! – Todd Hunnicutt
REVIEW #3 – I have always felt that this Group has always had my interests as a first priority. – Jerry Shuman
REVIEW #4 – Friendly, expert advise on financial planning. – Paul Zeek
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Oliveira Wealth
ADDRESS: 810 Standiford Ave Ste 1, Modesto, CA 95350, United States
NUMBER: +1 209-579-2332
DESCRIPTION FROM BUSINESS: Oliveira Wealth Financial advising and planning. We help clients navigate investments, tax planning, and retirement services.
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 – We have worked with Tom Oliveira and Oliveira Wealth for 24 years! We feel very secure with the decisions and planning we have done with Tom over the years. We would recommend his company over and over again! His advice and planning have helped us to prepare for retirement and kept our minds at ease always. Definitely a company you can trust! – Karina Ilardi
REVIEW #2 – We highly recommend Tom and Oliveira Wealth. As first time investors, we were a little nervous when we started about four years ago, but from day one they made us feel comfortable, informed, and supported. They took the time to truly understand both our family and our business goals, and they consistently treat us like family-not just clients. Their guidance is clear, thoughtful, and reassuring, and because of them our financial goals feel achievable and well planned. We are incredibly grateful for their expertise and care, and we trust them completely. – Joseph Reyes
REVIEW #3 – I’ve been working with Tom and Oliveira Wealth since I was 19 years old. Taught me more about money and investing that I ever could have imagined. I wouldn’t be anywhere near where I am now, financially, without them. Small town customer service and family feel with big city results! THANK YOU! – Brian Brazeal
REVIEW #4 – Tom is a true fiduciary. He is a top notch advisor. We sleep well at night knowing that all my investments are safe and financially rewarding! He covers ever part of investing And has a program that fills my family needs for the future. Thank you Tom !! We are in good hands! – Irene Leandro
REVIEW #5 – Tom and Deb have had our families financial interests for over 20 wonderful years. The Olivera team is great, caring and consistently follow through. We highly recommend Tom, Deb and the entire Oliveira team! – Peter Lucchese
REVIEW #6 – Tom Oliveira and the whole Oliveira Wealth team are knowledgeable and reliable. They are a great firm that has gone above and beyond for me and my family. Highly recommended! – Joe Cosgrove
REVIEW #7 – Highly recommend Oliveira Wealth. We have total trust in Tom & Debbie – they have done incredible work with our investments and retirement. Big time results with a personal touch. – Pecos McDaniel
REVIEW #8 – Tom Oliveira and his entire staff are truly professional and reliable…prompt responses to inquiries, scheduling meetings, and fiduciary investments.
Being newly retired I was/am always fearful of outliving my retirement funds and Tom/his staff makes sure everything is explained to me and I have no questions…I always joke I don’t need to hire a psychiatrist with him around as he always fully listens to any concerns and patiently explains and re-explains resolutions and plans of action.
Tom and the entire Oliveira Wealth team are highly recommended! – Denise Miyake
REVIEW #9 – Oliveira Wealth is truly exceptional. From the very first conversation, I felt heard, respected, and completely confident that my financial goals were being taken seriously. The team is incredibly knowledgeable, transparent, and patient—they explain complex financial concepts in a way that actually makes sense and empowers you to make informed decisions.
What really sets Oliveira Wealth apart is their personalized approach. This is not a one-size-fits-all firm. They take the time to understand your full picture—short-term needs, long-term goals, and life circumstances—and then build a thoughtful, strategic plan around you. Their professionalism, integrity, and responsiveness are outstanding.
If you’re looking for a wealth management team that combines expertise with genuine care and trust, I can’t recommend Oliveira Wealth highly enough. Working with them has been one of the best financial decisions I’ve made. – Jennifer Suttie
GnarledOak Financial (Jacob Gunter, ChFC®, FSS®)
ADDRESS: 1101 Standiford Ave # C2, Modesto, CA 95350, United States
NUMBER: +1 209-522-0250
DESCRIPTION FROM BUSINESS: At GnarledOak Financial, we believe in building something lasting—financial plans as strong and resilient as the gnarled oak tree that inspires our name. Backed by nearly two decades of experience, we provide personalized, holistic financial planning designed to prepare you for whatever life may bring—so you can live the life you’ve always imagined, with greater confidence and less worry. We’re here to guide you from being a successful saver to becoming a successful spender—helping you turn your hard-earned savings into a sustainable and fulfilling retirement income…
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 | 10:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tom and Jacob are two of the best financial advisors I have ever worked with!! They are both down to earth…great gentlemen and explain everything in an understandable way! To top it off…….they are always accessible!
I called Tom on a Friday night while I was in a parking lot at 4:30 PM with my senior mom who wanted answers to a financial question right that minute. Tom answered immediately and helped me put my mom at ease.
Using Thorson Financial was one of the best decisions my whole family has ever made. Don’t hesitate to reach out to this company!! – Diana Reyes
REVIEW #2 – I have used Thorson Financial for over 10 years. They helped us setup our trust and always provided honest and useful advice. Tom helped me make a life changing decision to wait and take my Social Security at 70. Other advisors I have used commented on how super knowledgeable Tom is. Start here for honest advice. – Carla Marquardt
REVIEW #3 – Working with Jacob at Thorson Financial Management has been the best experience. I relocated from out of state two years ago, and he has guided me with excellent advice related to investment, and all my financial decisions. – Karlene Strayer
REVIEW #4 – Tom has been an advisor for over 25 years. In the past15 years he has focused on people like me that are either or-retired or retired. Tom, by continually updating his knowledge on investment tools and strategies has helped me feel more secure in my retirement and to maintain my income. He takes a genuine interest in my welfare, provides excellent service, and I would recommend him to anyone. – Allan Conan
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