3 Best Gold IRA Investment Companies Near Me in San Luis Obispo, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Merrill Lynch Wealth Management
ADDRESS: 1020 Marsh St, San Luis Obispo, CA 93401, United States
NUMBER: +1 805-596-2222
SERVICES: Investment management, Investment strategy, Retirement & Savings, Savings Accounts, Tax Advisors, Wealth Management Services, Wealth Planning, Retirement Planning Services
STORE HOURS
| Mon | 7:00 AM – 3:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 3:00 PM | |
| Wed | 7:00 AM – 3:00 PM | |
| Thu | 7:00 AM – 3:00 PM | |
| Fri | 7:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Steve English has become someone I can trust with absolutely certainty in financial planning. In my early stages of meeting with him, he took the time understand my current position and my goals for the future before recommending the products and strategy for what I needed to carry out that plan. What impressed me the most is the knowledge in his field and his desire to study and research the current market. – Ashley Gorshack
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Summit Investment Group
ADDRESS: 11545 Los Osos Valley Rd Suite B1, San Luis Obispo, CA 93405, United States
NUMBER: +1 800-549-9001
SERVICES: Retirement Investment, Retirement Living, Retirement Plans For Small Businesses, Retirement Savings Plan, Retirement Strategy, Risk Management Plan, Savings And Investments, Social Security Benefits, Financial planning
STORE HOURS
| Mon | 7:30 AM – 3:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 3:00 PM | |
| Wed | 7:30 AM – 3:00 PM | |
| Thu | 7:30 AM – 3:00 PM | |
| Fri | 7:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I only have great things to say about Josh Rocha. I initially met Josh through a fiduciary relationship with my sister, Cecilia. Josh has supported Cecilia and I through a period of balancing finances, moving her from her home into a senior facility, and the selling of her home. He arranged contact with Cecilia’s accountant, legal help, and built a personal relationship with my family. He facilitated by bypassing the complications of lawyers. He’s personal, has made house visits, is genuine and kind. He has been graceful, responsible, and communicative. His agenda was not based on financial outcomes, rather, a relationship based on trust and generosity. I couldn’t think of a better individual to navigate finances with. – Kathy Caraccio
REVIEW #2 – Josh Rocha is a really good investor to go with. He helped me and my wife with our savings our finances and helped our hard earned money go much further. He is top notch in the financial industry. After creating a savings plan that best fit our monthly income. We started to see just how much we could be saving with Josh and summit investment group. We are super happy and in just 3 short years have done super well together! It’s like adding family to the mix we didn’t think was possible. Fun friendly service with a professionalism like no other. Josh Rocha 5 stars in our book and we will continue to grow and save for our future with summit investment group. – Cody Davis
REVIEW #3 – I have had several financial advisors over the years but I have to say Brian has been the most attentive to my portfolio and considers the whole picture since I am now in my 70’s. He watches the financial world like a hawk and determines what is best for me in the long run. Josh, as I get to know him, is smart, honest, hard working, informed, diligent and punctual. Every time I call with a question or task, he is quick to get the answer and follow thru on the task. One cannot go wrong in choosing Brian and Josh to take care of your financial investments. – marce weber
REVIEW #4 – As a self employed person I was very lost as what to do with my 401k from my previous job. Brian Wiese has managed my 401k for me for the past 5 years and I trust him completely. He keeps me up to date on economic trends and has helped to grow my portfolio. I fully trust him and his partner Josh. They are easy to get in touch with, good communicators and also just really nice guys. I’m so grateful I found Summit! – Katie Grady
REVIEW #5 – Brian is extremely professional and responsive. He has helped us in financial planning, especially as we retired. Brian has regular reviews that give us confidence about our financial future. He is focused on what we need in our investments and we are very pleased with the results. Brian’s personal care is top notch and we would recommend him to anyone. – Karen Melora Brooks
Crew Wealth Management
ADDRESS: 1266 Monterey St, San Luis Obispo, CA 93401, United States
NUMBER: +1 805-781-3885
SERVICES: Registered Investment Advisor, Retirement Income Planning, Retirement Planning Tax Planning, Social Security Benefits, Social Security Optimization, Total Wealth Management, Financial Planning Services
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 William Henry Crewe for years. We love the personal attention to our financial needs. The entire office makes us feel.like part of the family. He gave us the financial freedom to make it so we could retire comfortably, and help our assets to continue to grow. We are so pleased, that we have referred my mother to the office. Highly recommend. – dawn tietz
REVIEW #2 – Crew Wealth Management has been an absolute game-changer for my financial future! Over the past 5 years, their expert financial planning, strategic portfolio management, and personalized wealth management services have generated outstanding returns and grown my investment portfolio dramatically—consistently delivering double-digit annual growth and six-figure gains even in volatile markets.
From tax-efficient investing, diversified asset allocation, retirement planning, and proactive risk management to regular performance reviews and clear fiduciary advice, every aspect of working with Crew feels truly client-focused. They’ve maximized my ROI, minimized taxes through smart tax-loss harvesting and tax-advantaged strategies, and helped me build real generational wealth.
If you’re searching for a top-tier independent financial advisor, wealth advisor, investment manager, or certified financial planner (CFP) who puts your goals first and actually makes you significantly wealthier, look no further than Crew Wealth Management. Highly recommend for anyone serious about financial independence, growing net worth, and long-term wealth accumulation! – Claude Galllagher
REVIEW #3 – My father Fred has been with Crew Wealth for over thirty years
They have seen us through home purchases, college tuitions, and now retirement.
They have shown overwhelming care and support with a personal touch. Always making us feel like we matter and going out of their way to be kind. They are like family to us and we are so greatful. – Johnathan Felch
REVIEW #4 – Wow – We first started with Crew Wealth Management a number of years ago. When we first met William Henry he took the time to get to know us and our future financial goals. William Henry started from scratch with us. He insured we had Life insurance, a Living Trust in place and then we developed a financial plan to include a monthly sum put aside each month to be invested for our future needs. As time went on William Henry advise us to take out a Long Term Care policy which we did. Although the premiums keep increasing we have stuck with it thanks to William Henry’s investment strategy which now covers our yearly premiums. Additionally after a number of years William Henry advised us to convert a sizable amount of our our investments into a Roth, Which I fought, kicking and screaming. After a while the advice made sense and we followed his advice and I am sure glad we did. In closing Crew Wealth Management has insured we are fiscally sound for the future. – Wade Cohen
REVIEW #5 – We are so very grateful for the
expertise and individual attention to our particular financial needs and the time WHC spends explaining things. WH helped us to get both our children through college debt free. Navigate the 2008 economic crisis plan for our retirement. I don’t know what we would have done without him .
Many, many thanks for all you do, William Henry, and for your outstanding staff. – Robert Inchausti
REVIEW #6 – Great help with advising on financial matters. Always provide new updates for the financial realm. Educational events- Social Security, Tax Updates, Charitable Giving… Social events- wine tasting, pickle ball… Always feel everyone at Crew Wealth is there’s to help with needs & look out for our money w what is going on in the world – Kathy Smith
REVIEW #7 – We have been with Crew for decades. There have been several times when the advice we’ve received has been transformative: retirement, inheritance, buying real estate for example. We were shown how to manage our money with ideas we didn’t know about. And that’s the point of having a financial advisor. We were able to buy a home for our son now when he needs it instead of waiting for the inevitable. If it wasn’t for all this good advice, we wouldn’t be where we are today. ❤️ – Ashala Lawler
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