3 Best Gold IRA Investment Companies Near Me in San Carlos, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Abacus Wealth Partners
ADDRESS: 973 Laurel St, San Carlos, CA 94070, United States
NUMBER: +1 888-422-2287
SERVICES: Retirement Plans, Comprehensive Financial Planning, Comprehensive Wealth Management, Education Planning, Equity Investments, Financial Advisor, Financial Analysis, Financial Planning And Investment Management, Investment Advisory Services, Investment Analysis, Investment Program, Investment Strategies
OFFICE 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 relied on Abacus for our financial planning for more than a decade. They were recommended to us by a colleague who had been a client of theirs for many years. We initially needed them to help consolidate our many disparate retirement accounts from previous jobs. They helped bring order to chaos, gave terrific advice about establishing a donor-advised fund, and have managed our assets with thoughtfulness and care. Over time, our family has also moved many of their assets over to Abacus. They are great at what they do, and most importantly, we trust them. We would highly recommend their services.
– Farnaz Khadem
REVIEW #2 – Danny Smith has been my financial advisor for about 3 years. Ours is a relationship made of two important components. One is the professional side. Critical to my retirement, I have the confidence that he has my best interests in mind. In addition to advice which has produced financial growth and security, he has the skill to explain important and complex issues in terms that are easy to understand. Said another way, he keeps me ahead of the curve. On the human side, Danny is personable, and wears a smile whenever we have an audio or video chat. I believe he is a confident, happy man, qualities that every father hopes their son or daughter will have. Happy with themselves, happy in the career choices made. I appreciate the work he does in my behalf. – jim fiorelli
REVIEW #3 – Our financial advisor, Gabe, has been advising us for two decades, and we followed him to Abacus Wealth when he started there a dozen years ago from his own smaller practice. We love him and the Abacus team for keeping us abreast of what our overall picture is and how to deal with the usual things that come up in life. Providence willing, your advisor should help you in the LONG game to achieve goals and milestones comfortably. We confidently recommend Abacus if you want to consider a team who cares about your financial well-being, not just their own. – Eudora Ting
REVIEW #4 – Chris at Abacus has been an exceptional financial advisor for our family. He’s highly detail-oriented, responsive, and always takes the time to answer our questions thoroughly.
We genuinely feel that Chris has our best interests at heart. He’s courteous, professional, and easy to work with, and our portfolio has grown significantly under his guidance.
What really sets him apart is how clearly he explains decisions—covering risks, tax implications, and options without jargon or pressure. We always feel informed and confident. Highly recommend working with Chris. – Darren O
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MA Private Wealth, Financial Advisors
ADDRESS: 1355 A San Carlos Ave, San Carlos, CA 94070, United States
NUMBER: +1 650-232-2021
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Allocation, Customized Investment Strategy, Fiduciary Financial Advisors, Investment Options, Investment Portfolio, Legacy Planning, Retirement Income Planning, Retirement Planning, Strategic Portfolio
OFFICE 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 been a client of Marty forever, and he and his team have always delivered top tier bespoke financial planning services.
Whether it’s his full transparency about how he and his team tap extensive expert resources to build and adjust their customized plan for my specific situation, shifting over the years to reflect the various shifts and slews of my career here in Silicon Valley, to their instant reaction to popup needs or changes, to their ongoing efforts behind the scenes to make sure those back end expert market research resources are in fact the best available, nothing has made me question my choice to entrust my finances to MA Private Wealth.
I highly and unreservedly recommend MA Private Wealth to anyone seeking expert financial planning services. – Mike Brogley
REVIEW #2 – My advisor, Marty, is very knowledgeable and friendly. He doesn’t rush to get through a meeting. There are only a few people I don’t mind paying money to. This would be my financial planner, my CPA and my gardener. Marty has made excellent decisions regarding how our money is invested and is always willing to take the time to answer any questions I have. I have referred him to a number of friends, and all are very pleased with his service. I don’t recommend people to friends unless I’m absolutely sure that they are qualified. – Laila Hinkle
REVIEW #3 – The client service team and my advisor are professional, effective, efficient, friendly, and always informative and educational. In all of the years I have been with MA Private Wealth, my portfolio performance has pleased me in all types of markets. – mark pierron
REVIEW #4 – Marty and I have built up a strong relationship over the many years that he’s been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with. – Martin Cooper
REVIEW #5 – We have been with Marty since 2015 and over the course of all these years we have been very pleased with Marty and his staff. Always available for advice and always a pleasure to discuss investment options, etc. The best there is. – Gregory J. Griffin
REVIEW #6 – My advisor is always honest. Doesn’t sugarcoat things. So glad to have someone we trust as a vital member of our “family” team. Someone we can turn to when in need of financial advice for big or small issues. – Ellen Woods
REVIEW #7 – An awesome trusting experience. Professional, personal, and knowledgeable. MA Private Wealth Management is a team that is first-rate and definitely service well above the others!!! – Z
REVIEW #8 – Marty provides excellent advice and updates on the market and our portfolio. – Karen Miller
Red Tower Advisors®
ADDRESS: 1150 White Oak Way, San Carlos, CA 94070, United States
NUMBER: +1 650-753-8333
SERVICES: A Registered Investment Advisor, Applications Of Comprehensive Financial Planning And Consulting, Asset Protection Planning, Benefits And Retirement Plans, Brokerage Accounts, Defined Benefit Plans, Financial Planning, Income Tax Planning, Investment Advice, Investments, Registered Investment Advisory, Retirement Income Planning, Retirement Planning, Wealth Advisors
OFFICE 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’ve been with Red Tower Advisors since the birth of my oldest daughter 21 years ago. What started with opening a 529 plan for her has grown into a trusted, long-term relationship, with Brian and his team now managing our retirement IRAs as well. They are knowledgeable, responsive, and always easy to work with. Most importantly, I’ve always felt that they have our family’s best interests at heart. I highly recommend Red Tower Advisors to anyone looking for a financial advisor they can trust. – wellman ho
REVIEW #2 – Brian has been our trusted financial planner for over 15 years, and we can’t recommend him highly enough. From day one, he’s brought us extraordinary peace of mind — helping us navigate everything from college savings for our kids to retirement planning to the inevitable twists and turns of the market. He has a rare gift for making complex financial decisions feel simple and manageable, and he always takes the time to explain the “why” behind his advice.
What sets Brian apart is how personally invested he is in our family’s success. He’s never once made us feel pressured — instead, he lays out the information clearly and lets us make our own informed decisions. He’s not just managing our money — he’s a genuine partner who checks in, adjusts course when life changes, and always has our long-term interests at heart. He’s actually worked with our family across generations, which says a lot about the kind of trust he’s earned.
If you’re looking for a financial planner who combines real expertise with genuine care, Brian is the one to call. – Alena Fong
REVIEW #3 – Brian Wong has been my financial advisor for 25+ years and I feel so blessed to have had him guide me through the maelstrom of the financial world in an ever changing, and often mercurial, political and economic world. Over the years, Brian has kept up his education in the various fields of finances, and he is superbly qualified to guide clients into a secure and financially safe retirement. On a personal level, he has patiently guided me with his expertise, time, special zoom meetings, phone calls answering questions etc, into my recent secure retirement. Without Brian and his expert team, I would not be in a comfortable position! Over time, I have come to see Brian more of an extremely well educated, knowledgeable, dedicated, caring son, rather than a distant advisor. –
In addition, and importantly, Brian, over the years, has assembled a skilled, qualified, competent team of professionals who together do an outstanding job in advising, supporting, and caring for their clients. – Ggisela Nass
REVIEW #4 – We love working with Red Tower, and specifically with Brian and Bryce. We were referred by a friend and a little skeptical at first that a financial advisor would make that much of a difference to our life planning. A few years later we continue to appreciate monthly, sometimes weekly, how great we feel about the financial trajectory we are on using the analysis and guidance from the Red Tower team.
We have brought up our own concerns about the economy, questioned the thinking behind the value of different insurance policies and, no matter what the topic, Brian has solid logic about what to consider before making a decision. I can’t recommend them enough, I really think they offer fantastic service and I am so thankful we can delegate out our accountability for filling out forms and getting quotes so that it is less time and effort for us to get things done. – Nicole Sattler
REVIEW #5 – Working with Brian and team for the last 10 years has provided peace of mind that is difficult to quantify. He has been our trusted financial planner and investment advisor across different life stages and scenarios. He’s been very patient and clear as he’s explained and re-explained concepts and tools through various administrations, law changes, and economic cycles. His team is awesome too! We have a solid financial plan because of him – and he holds fun and educational events for his clients too. Don’t hesitate to explore how he can help you too. – Adora Lee
REVIEW #6 – Had you told me 10 or so years ago, before we started working with Brian and his team, that we would be in our current financial situation, I would have laughed at you. We are extremely pleased and satisfied with the services they provided us over the last decade. I won’t lie, I’m not great with it comes to finances and that’s where Brian and his team comes in. I totally trust him with our finances and he will do whatever it takes to meet our short and long term financial goals. Brian is very personable and quick to reply to questions or concerns you might have. He is also very connected and will go out of his way to help you connect with the right person(s) if it’s outside his area of expertise. We love working with Brian and his team – we plan on doing so for the forceable future. Thank you! – Luc Albert
REVIEW #7 – We’ve worked with Brian Wong and Red Tower Advisors in San Carlos for the past three years, and it’s been an outstanding experience. Brian brings clarity, integrity, and real expertise to every conversation — from investment strategy to long-term planning. He listens, follows through, and genuinely cares about his clients’ success. Red Tower Advisors make financial management feel both personal and professional. Highly recommend. – Roupen Nahabedian
REVIEW #8 – We’ve been working with Brian Wong and his team for over 10 years, and I can’t recommend them highly enough.
Brian has helped us with so much more than just investments. He’s guided us through long-term financial planning, saving for our children’s education, insurance decisions, major purchases, and thinking through how to balance spending today with planning for the future. Having someone who looks at the whole picture has been incredibly valuable.
One thing I’ve always appreciated is his thoughtful, disciplined approach. He gives advice that’s appropriate for your stage of life and risk tolerance rather than chasing the latest trends. He has a way of explaining complex financial concepts in plain English, and the planning tools and presentations his team uses make everything easy to understand and visualize.
What really sets Brian apart is how much he genuinely cares. Over the years, I’ve called him to talk through countless financial questions—many that weren’t necessarily directly related to our portfolio—and he’s always been generous with his time, thoughtful in his advice, and willing to go above and beyond. It’s incredibly reassuring knowing that he’s looking out for our family’s financial well-being.
If you’re looking for a knowledgeable, trustworthy, and genuinely caring financial advisor, I wholeheartedly recommend Brian and his team. I’d recommend them to family, friends… and yes, even my enemies. – Zack Bazarnick
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