3 Best Gold IRA Investment Companies Near Me in Santa Rosa, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Swad Wealth Management
ADDRESS: 100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, United States
NUMBER: +1 707-899-1010
DESCRIPTION FROM BUSINESS: I specialize in retirement planning for people age 50+. Clients come to me because they feel burnt out at their jobs or business, or because they are getting near retirement and are anxious about it, both for financial reasons or personal reasons such as social connections. Planning for retirement is overwhelming, and they are looking for someone to help figure it all out and make sure it is done right…
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 – I was a very happy client of Zack Swad for several years when he was employed by a large investment firm. When Zack left the company to start his own firm I was assigned to a couple of agents, but no one understood me like Zack. I recently found Zack and returned my lifesavings to his care. Zack cares about his clients. He explains every thing he does, asks questions about all sorts of personal goals. He thinks outside the box when developing your financial plan ..He is with you every step of the way. – P Ryan
REVIEW #2 – Navigating through retirement & having to make big decisions is both scary & difficult. But Zack Swad of Swad Wealth Management made that process easy. His unique approach to financial planning is refreshing! Zack, has a way of making you feel at ease & is very knowledgeable. I would highly recommend Swad Wealth Management for any of the services that he provides. We’re so glad that we found him to assist us with our needs! – Christine Haut
REVIEW #3 – As we began planning our retirement, we interviewed several companies, both local and national. We really liked the approach taken by Swad Wealth Management. They follow a comprehensive approach to the retirement process including financial, legal, and goal orientation. We very much appreciate the personalized service and accessibility to a local expert. We very much trust their guidance and advice. They always make us feel like a very important client. We’ll recommend Zach to our colleagues and friends that want expert financial advice and management with a focus on pre-retirement and retirement planning. – Henri Komrij
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Arrow Point Wealth Management
ADDRESS: 1011 2nd St #100, Santa Rosa, CA 95404, United States
NUMBER: +1 707-382-3898
SERVICES: Tax Planning, Retirement Planning, Large Transactions, Planning Insurance, Analysis Investment Management, Business Consulting and Optimization Business Sale and Structure Executive Compensation and Equity Based Compensation Estate Structure Goals Based Financial Planning
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My experience with Arrowpoint has been nothing short of exceptional. The team brings a broad scope of knowledge, prepared to handle even the most complex financial and compliance challenges. What sets them apart is their hands-on approach, taking on tedious tasks to make my life easier. Their guidance is not only clear but also remarkably insightful, giving me complete confidence that my financial future is in capable hands. They continue to be an invaluable partner, and I couldn’t be more grateful to have their support. – Andrew Frei
REVIEW #2 – It is fantastic working with the Arrow Point Wealth Management team. Everyone is incredibly professional, personable, knowledge filled, and goes the extra mile. I have typically found wealth management to be an intimidating topic, but the Arrow Point team has made it something that is digestible for both short and long term planning. Highly recommend Arrow Point on every level! – kristin graves
REVIEW #3 – If you are considering making a financial change Arrow Point is the right choice. Duncan, Bruce and their team of experts are dedicated to putting your financial needs first. From wealth management to tax planning they do it all. Great people as well! – Brian Toohey
REVIEW #4 – All of your professional financial needs with one group. Duncan, Bruce and their team leave no stone unturned to meet all of your financial needs. They have completely transformed my financial outlook. I highly recommend them to all of my family, friends and anyone looking to improve their financial future. – Scott Bell
REVIEW #5 – Duncan Kelm and Bruce Kelm of Arrow Point Wealth Management are professional and have great expertise in the financial realm. I confidently refer business their way due to the trust I’ve established in their reputation and integrity. Their commitment to excellence make them standout professionals in the industry. – Ian Tavelli
REVIEW #6 – Incredible team, both in their expertise and their client service. Everything you could want, whether you have a specific need or question, all the way to holistic life and financial planning for the future. Highly recommend!! – Zak Armitage
Sonoma County Wealth Advisors
ADDRESS: 884 3rd St Suite A, Santa Rosa, CA 95404, United States
NUMBER: +1 707-284-2975
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been with Sonoma County Wealth Advisors for many years, and the experience has been excellent. They check in with us regularly and always make sure our financial plan is aligned with our goals. I really appreciate how they coordinate with my tax advisor to keep everything aligned on that end of things. Beyond being very knowledgeable in many financial products, they are also simply great people to work with—professional, approachable, and genuinely invested in our success. Highly recommend. – Joe Masters
REVIEW #2 – I can’t say enough good things about SCWA. They take the time to really understand my goals and explains everything clearly so I feel confident in the decisions I’m making. Their proactive, trustworthy, and always quick to respond whenever I have a question. Thanks to their guidance, I feel much more secure about my financial future. Highly recommend! – Seth G
REVIEW #3 – Working with this financial planning team has been one of the most reassuring and rewarding experiences of my financial journey. From the very beginning, they’ve demonstrated a deep understanding of my personal goals and needs—not just as a client, but as a person. They take the time to listen, ask thoughtful questions, and tailor their advice in a way that feels genuinely aligned with my long-term vision.
One of the things I appreciate most is their commitment to long-term investment strategy. They don’t chase trends or push day trading tactics. Instead, they focus on building sustainable, diversified portfolios that grow steadily over time. Their approach is grounded in patience, discipline, and a clear understanding of market fundamentals.
Their service response time is consistently excellent. Whether I have a quick question or need a deeper conversation, they’re always accessible and responsive. I’ve never felt rushed or brushed off—every interaction is thoughtful and thorough.
They’ve created an environment where no question is too small or too “dumb.” I’ve always felt comfortable asking anything, and their answers are always respectful, informative, and empowering. That kind of openness builds confidence and trust.
And speaking of trust—that’s the foundation of our relationship. I trust them implicitly with my financial future. They operate with transparency, integrity, and genuine care. Over time, they’ve become more than just advisors—they feel like family. I know they have my back, and that means everything.
If you’re looking for a team that combines expertise, accessibility, and heart, I can’t recommend them highly enough. – Michael Murphy
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