3 Best Gold IRA Investment Companies Near Me in San Clemente, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
NCG Financial Inc.
ADDRESS: 185 Avenida La Pata #206, San Clemente, CA 92673, United States
NUMBER: +1 949-388-9046
SERVICES: Retirement Planning, Retirement Strategies, Smarter Wealth Management, Pension Plans, Brokerage Accounts, Comprehensive Wealth Management, Defined Benefit Plans, Estate Planning, Financial Planning, Financial Strategies, Investment Advisory Services, Investor Plans,
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Thank you North County Group for all of your recent help with my retirement planning and insurance. You treated me (the small business owner) like I was your main client. I feel like I learned so much after talking with K.C. in person and on the phone. I can be kind of picky and demanding, but he was patient and explained everything to me in detail. I give K.C. and his team an A+. – Brendan
REVIEW #2 – KC Annaloro was extremely helpful in getting our insurance needs met. We had been looking for a while for the right person and company to work with and he was thoroughly knowledgeable and very easy to work with. I would recommend them to anyone!!! – sarah ortiz
REVIEW #3 – KC is a Dieing breed! His customer service is phenomenal and the truth is he really cares about securing our future! Cannot recommend KC ENOUGH to handle my finances as we are busy building a our business! Thanks Casey for all that you do if I could recommend you with 100 Stars I would. – John salvadori
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Gold Coast Financial Group
ADDRESS: 2753 Camino Capistrano b1, San Clemente, CA 92672, United States
NUMBER: +1 949-545-6500
SERVICES: Estate planning, Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advanced Planning, Alternative Investment Strategies, Estate Planning, Financial Plan, Financial advisor, Financial planner, Investment Accounts, Investment Advisory Services, Investment And Retirement, Registered Investment Adviser, Retirement Accounts, Retirement Planning, Retirement Plans
OFFICE 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 – I would highly recommend Scott and Julie. This group comes with both financial and legal services, for us a one stop shop. His expertise and knowledge have been invaluable assisting us to manage and meet our retirement goals over the last 12 years. We liked the way Scott customized our funds as our circumstances changed over the years. We never felt as we were being pushed to move to higher risk strategies. Julie the groups attorney did our living trust for us as well providing us with legal advice we needed over the years. As our lives changed she advised us of our families legal needs and made the changes to our trust as we wished. This group comes with a very well but together professional staff that were very easy to communicate with. Just good people to work with!! – Richard Ray
REVIEW #2 – Before working with Scott Brooks at Gold Coast Financial Group, I had some bad experiences in the down markets. Scott has tactical strategies for a long-term bear markets to shift into capital preservation. He thoughtfully designed my portfolio and has consistently delivered great results throughout the years. I’m more confident than ever about my retirement and navigating the volatile markets. I have a trusted partner in my corner that actually cares. – Juan Morales
REVIEW #3 – Scott Brooks is a trustworthy, knowledgeable and customer focused Financial Advisor. He keeps up to date on the financial plan and makes consultative suggestions when needed. If you are looking for honesty, integrity, and hard work then Scott is the man to call. – Cherilaine Goodman
REVIEW #4 – I’ve worked with Scott and his team for over a decade. He’s managed a good chunk of our money. He’s been patient and informative as he’s guided us financially. His team completed our trust and he keeps us posted on what’s going on with our investments. – Watson Golf LLC
REVIEW #5 – I have been a client of Scott and Julie and the Gold Coast team for years. Investments, Trusts. Great experience all around. I appreciate all you have done for me and my family! – Tim Hobert
REVIEW #6 – Before working with Scott, I worked with multiple financial advisors at Goldman Sachs, Morgan Stanley, and UBS—and I can confidently say Scott Brooks is the best advisor I’ve ever had. – Aaron Perez
REVIEW #7 – Gold Coast Financial Group, San Clemente, CA The Gold Coast Financial Group of San Clemente is a great local financial wealth management firm, with a well-trained and helpful staff. Scott Brooks, CIO, is the firm’s founder along with his attorney sister, Julie Mains, of Mains Law Office, specializing in Business Law and Estate Planning. Scott Brooks is very smart and insightful about money issues, a pleasure to work with, helpful, responsive, a good listener, very ethical in all his dealings, often intuitive about the market, reassuring when need be, a happy surfer, lovely human being and loving family man. And…he enjoys making his clients money, while also keeping client fees reasonable. Julie Mains is equally superb in her field of Business Law and Estate Planning, and an impressive and pleasant person to work with. My review is based on more than 10 years of experience with this firm and these folks, and I shall always be an enthusiastic client of theirs. – margaret white
REVIEW #8 – My husband and I have been working with Scott Brooks for 10 years. For the first two years we were both working and so while he was making us money, it was not as important as when we retired.
Retiring is a very fraught experience for those of us are used to just going out and making money. Having to rely on the money that our investments provided was a somewhat terrifying experience.
However, as usual, working with Scott provided the calm, the expertise and the data needed to guide us in our investments. He is a wonderful listener, and also a good communicator, he even helped me understand what alternative investments were.
Our post retirement years have been very prosperous, with much thanks to Scott and his team. We have referred many people there, and because his partner is also our attorney, it will make it easy for our children to figure out what to do with their inheritance when the time comes.
He’s also very funny and can make the most complex financial arrangement simple. He saved us thousands of dollars in taxes when we sold our very expensive building on Balboa Island by putting the income in a trust created for just that kind of IRS approved investment.
We couldn’t live the life we live without Scott. Sincerely Jane and Steve Ballback. – Jane Ballback
Quiver Financial Holdings, LLC
ADDRESS: 501 N El Camino Real Unit 205, San Clemente, CA 92672, United States
NUMBER: +1 949-492-6900
SERVICES: Estate And Retirement Planning, Estate Planning, Financial Planning, Financial Advisor, Financial Retirement, Individual Investors, Investment Advisory, Investment Approaches, Investment Management, Pension Plan, Retirement Withdrawal Strategies, Risk Management, Wealth Management, Wealth Preservation Strategies
OFFICE 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 – 1:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been a client of Quiver for a few years now. I am very pleased with the results. The former company I had assisting me made me feel like a small fish in a big pond. It is exactly opposite with Quiver. I hear from them regularly and talk about my account and strategy. I now feel like it doesn’t matter how big the pond might be I am noticed and regarded as an important member. I primarily communicate with Justin regularly and he keeps me informed of the strategic plans. I am aware that Colby is the primary strategist and he is excellent at forward thinking and analysis of market trends. I draw a monthly distribution for my living and have been doing that for a couple of years. To date I still have close to my original investment amount because Quiver is active with buying, selling and whatever it takes to protect and grow my account. I highly recommend Quiver as an excellent investment company. Colby’s market updates are informative and he makes it easy to understand. I know you would be very happy investing with Quiver. – Lou Grassi
REVIEW #2 – I’ve been working with you on some investments that allowed me to increase my returns and better satisfy my retirement needs. I feel your program fits my goals better than those suggested by other investment company’s.
Thanks for the assistance and the periodic notes that describe your adjustments based on the continued economical changes. – Howard Smith
REVIEW #3 – Thank you to all at Quiver Financial for the informative seminars, emails, & personal meetings. I appreciate always being able to reach someone & have update meetings so I can be confident that my money is working for me. Always being available to answer my questions helps me feel that my personal portfolio is being managed on a regular basis. – Connie Leifheit
REVIEW #4 – What I love most about Quiver Financial is that they are an independent firm. I have the flexibility to invest in whatever I want with them and I am not stuck with just Mutual funds. It’s a very family friendly atmosphere and they spend a lot of time with my wife and I even though we are prob. not their wealthiest client. I am so glad I found you guys. Thank you for all your support. – Flyover Estates
REVIEW #5 – Quiver Financial is an A-Plus company. My entire portfolio is with them. I have the utmost trust and confidence in them. They always calculate what is best for me and my family. Always available for a conversation with exceptional details and knowledge. We have a great working relationship. They are like family… – Ron Sobel
REVIEW #6 – A friend recommended Patrick Moorehead at Quiver Financial, and both my boyfriend anx i could not be happier. There is professionalism and trust. That is huge. Plus our investments are doing rd ally well! I would recommend them highly! – Fran Legdan
REVIEW #7 – Quiver Financial is a great company. They have been very professional and always explained what is going on in the market. I would definitely recommend Quiver Financial for all you financial needs. – Robert Anderson
REVIEW #8 – To put it bluntly, I have trust issues with financial advisors. I don’t understand why I would need to pay someone to buy and hold a stock or an etf, when I can do the same thing. But then I met Patrick and Colby. Not only do they not buy and hold for me. They saw this down turn in the stock market and got me out of the market before all of this negativity hit. On top of all that my account value is still going up when I hear all my friends are afraid to open their statements. I still have trust issue and watch over my money like a hawk but at least I have more confidence in Quiver than I have had with anyone else. I am even thinking about letting them manage my work 401k, which I didn’t even know they could do until my last meeting with them. – JIONGQI AUDREY LIU
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