4 Best Gold IRA Investment Companies Near Me in Thousand Oaks, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Fidelity Investments
ADDRESS: 111 S Westlake Blvd #1, Thousand Oaks, CA 91362, United States
NUMBER: +1 800-381-6154
DESCRIPTION FROM BUSINESS: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, brokerage services, gold IRA rollovers.
STORE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Team worked hard to get our accounts set up, was rough start, mostly learning curve on my behalf. Brandon is excellent to work with! Great follow up, phone and office (in person) assistance. Website is much more expansive for research. Superb resource. App is super convenient and usable. Fidelity appears to be able to understand needs and information presentation across generations and provide overlapping portals for any customer needs. – loren couplin
REVIEW #2 – Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team. – Rosenberg
REVIEW #3 – It’s always a great, friendly, and helpful place. They’re far better than banks for savings accounts also. – Vijay10LA
Recommended Sponsors
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
GoldenCrest Metals: Offering the Best Deals for Seniors Ready to Retire
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Palm Coast Wealth Management
ADDRESS: 2625 Townsgate Rd #330, Thousand Oaks, CA 91361, United States
NUMBER: +1 805-429-4183
DESCRIPTION FROM BUSINESS: At Palm Coast, we provide strategic guidance to optimize every facet of your financial life. By giving you clarity about where you are, where you want to go, and what opportunities are on the table, we help you prioritize your goals and develop a comprehensive plan that maximizes your potential and takes you to the next level. With our detailed and personalized approach, we ensure you’re taken care of today and in the future—so you can let go of worry and live life to the fullest.
STORE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:30 AM – 7:00 PM | |
| Thu | 9:30 AM – 7:00 PM | |
| Fri | 9:30 AM – 7:00 PM | |
| Sat | 10:00 AM – 5:00 PM | |
| Sun | 12:00 PM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The expertise at Palm Coast Wealth Management is truly next-level. James is as thorough as he is thoughtful in his financial advice. His entire planning process is personalized, designed to help break down complex situations into actionable and effective steps. Palm Coast Wealth Management helps you maximize your financial potential. I highly recommend James and his team to looking for a truly trustworthy and transparent advisor. – Joshua Flade
Revolution Financial Management
ADDRESS: 515 Marin St, Thousand Oaks, CA 91360, United States
NUMBER: +1 818-879-9514
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 8:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:00 PM | |
| Wed | 8:00 AM – 7:00 PM | |
| Thu | 8:00 AM – 7:00 PM | |
| Fri | 8:00 AM – 7:00 PM | |
| Sat | 8:00 AM – 7:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – This company has changed the way I look at finances. I had a financial advisor, but he never went over the concepts and showed me how money worked. This company has taught me and then provided the piece of mind that I needed and now I know I will hit ALL of my financial goals!!! – meredith Johnson
REVIEW #2 – A company that has really opened my eyes on personal development and endless potential for my families finances. Helping my family get out of generational poverty and learning how to make our money work for us. – Mitchell Heiner
REVIEW #3 – This firm has allowed me and family to realize there is hope for anyone. It has allowed us to surround ourselves with families winning in all aspects of life and at the same time, they’re showing us the way. Bonus is, we get to retire with dignity! – Julio Diaz
REVIEW #4 – I have been a client for over 10 years & recently sat down with my agent to review my financial plan and my insurance and investments. I was able to add an additional savings plan & so glad I did. Things change in our lives and in the world of finance & I would not be aware of how to maneuver without the agents who have helped me from Revolution Financial Management. They charged me nothing & have added tremendous value to me and my family! – Nancy Wicklas
REVIEW #5 – I grew up in this team and company! My father is one of the CEO’s and now I am a part of it. RFM has had such a positive impact on my life and family. I couldn’t imagine my life without this team, this leadership, and these people really. The fact that we also offer the free financial cure for todays financial cancer is life changing as well. – Kai Hood
REVIEW #6 – This firm educates clients about finances and offers every kind of solution with full transparency. It’s a very different approach then traditional advisories because it offers free classes where people can learn how investments work, so they are empowered and can make the best financial decisions for themselves. I’ve learned so much! – Denise Kozlowski
REVIEW #7 – It’s so sad to see some of the 1 star rating. Those are people who don’t understand anything about business. So they would never be successful in this so called “Pyramid Scheme” but they participate in a real Pyramid Scheme called a JOB. But that kind of logic escapes these kind of people. This business has helped my family by insuring we are covered in Retirement, Death, LTC, Wills, Trusts, Etc. It’s sad those 1 stars are so conditioned to believe someone being nice is a scam. Smh, I hope they get a chance to change. – Damion Robinson
REVIEW #8 – Wife and working mother of 2. Educational approach to finances. Debt Strategy, Short and Long term savings plans and flexible education plans for our kids. So grateful for the help we received and the continual help we get as our life, goals and financial situation has changed over the years. – Linda Sacino
REVIEW #9 – Great company that puts their clients needs first. Great environment for individual agents looking to gain experience as well as branch off and start their own agencies. – Elisa Black
REVIEW #10 – As a client for the last 8 yrs I have been so impressed with how much my portfolio has grown. Very professional forward thinking agents. – Maria Clifford
REVIEW #11 – First came here as a client and they were able to help my family as well as myself with various things. What I love most is the educational approach they take. – Beyond Mychael
REVIEW #12 – We’ve been with this company for about 9 years and are very happy! Professional and individualized planning. – Miki Miller
Recommended Sponsors
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