3 Best Gold IRA Investment Companies Near Me in Torrance, 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
EP Wealth Advisors
ADDRESS: 21535 Hawthorne Blvd Suite 400, Torrance, CA 90503, United States
NUMBER: +1 310-543-4559
DESCRIPTION FROM BUSINESS:
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 – I had a great experience working with Thomas Kyle. He is extremely knowledgeable in financial management, retirement planning & overall financial strategy. What stood out most was his responsiveness & willingness to answer every question I had- he’s approachable, reliable, & genuinely helpful. I highly recommend Thomas to anyone seeking expert financial advice. – Nila Garrido
REVIEW #2 – Cristin Rigg has been a member of the Professional Advisory Council at Torrance Memorial for 12+ years. She is a skilled presenter with the ability to clearly teach and explain financial issues. Her specialty with her presentations has been about Social Security and savvy planning strategies. We repeatedly call on Cristin to share this expertise by presenting at our free financial health seminars. She donates her time for these presentations as well as for follow-up meetings with and questions from attendees. I personally have heard many positive reports about Cristin as a financial advisor/planner from her clients who are also known to me from attending these seminars and as donors to Torrance Memorial. I highly recommend Cristin as a financial advisor and professional. – Sandy VandenBerge
REVIEW #3 – We’ve been with EP Wealth since Dec 2010. We’re very happy with Derek Holman and his staff. He’s knowledgeable, easy to talk to, caring, answers questions timely, and does strategic planning. Our portfolio has grown substantially. EP Wealth holds educational seminars and social gatherings. Perks that we appreciate are: 1) Review of prescription Part D plans and recommending changes. In 2024, we switched plans, saved 44% in prescriptions this year. 2) Selling our rental income buildings – Rather than flat-out selling a building and paying HUGE capital gains, they recommended that we do a Delaware Statutory Trust (DST) for deferred capital gains (pay ordinary income tax as you pull out money). 3) Required Min Distribution (RMD) – I reached age 73 recently. Rather than flat-out taking 401K distributions and paying income tax, I decided to take half and other half, give to charities to reduce tax hit. 4) Living Trust – They help you doing updates. So, bottom line is EP Wealth does more than just manage your portfolio. They offer other services which are great perks. It’s not all about just the numbers. – Robert Hayashi
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
Endeavor Advisors, LLC: Ajay Vadukul CFP®, EA
ADDRESS: 3655 Torrance Blvd 3rd floor, Torrance, CA 90503, United States
NUMBER: +1 888-983-7526
DESCRIPTION FROM BUSINESS: At Endeavor Advisors, we pride ourselves in being are the Premier Independent, Experienced Financial Planning Firm. We get to know you, your goals, and your dreams. We know there’s no one-size-fits-all approach to financial planning, so our small questions help us see your bigger financial picture and craft a plan that’s truly unique to you, not the market…
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 – Extremely pleased with the services so far! Finances overwhelm me but Ajay and Lucas have begun to put my mind at ease with helping me plan for my retirement. They are organized in their presentation of information, explain my options well and are just super helpful. I’m excited to continue to work with them on planning for my future. – Desiree Bramlett
REVIEW #2 – This was my first time with Ajay after many communications. He is very personable and attentive. Nice vibe! Ajay is very good at what he does and has great ideas. This is the first time i have met face to face with a financial advisor. I will go back for our next meeting when he finishes completing somethings for me. – Steven Pearl
REVIEW #3 – Working with Ajay was a game changer! He is knowledgeable, meticulous and kind. He set me up for short term and long time financial success. I look forward to working with him and his team in the future. – Deanna Enos
REVIEW #4 – Ajay is knowledgeable, proactive and efficient. We feel comfortable with him handling our financial future and look forward to more of his advising on such matters. – Kacie Pedini
REVIEW #5 – Just had my first Zoom meeting with Ajay. Such a professional and well-reputed Financial Advisor and person. He explained my goals clearly and we haven’t even started our journey yet. I look forward to working with Ajay based on mutual good faith and trust for improving my financial situation and goals. You can tell from the reviews he’s getting. Best decision I’ve made so far. – Sam Jadaa
REVIEW #6 – Ajay was an incredible help! I wanted to figure out my retirement plan, work through my benefits that my employer offers, and learn about different ways to maximize my savings. Ajay explained everything so clearly and answered each of my questions kindly. It was an awesome experience and I am excited to continue working with him. I finally feel like I have the right game plan for my finances, something I have been stressing out about! – Kishan Patel
REVIEW #7 – I’m so happy I chose Ajay as my financial advisor! He’s gently pushed me in the right direction, taught me so much already, and I really appreciate his kind, mentor-like demeanor. Even though it’s a little embarrassing at times, I feel comfortable talking to him about everything I don’t know about my finances, and I know I can ask him questions without feeling stupid.
Ajay goes above and beyond. He doesn’t just give advice; he truly takes the time to understand my goals and personal situation, making everything feel so much more manageable. His clear communication and patience have helped me gain a deeper understanding of financial concepts I once found extremely intimidating and I’m excited to keep learning more from him!
It’s rare to find someone so knowledgeable yet humble, and his passion for helping others achieve their financial goals is obvious. I feel confident and supported every step of the way, and I know that with Ajay’s guidance, I’m setting myself up for a much brighter financial future. With Ajay’s help and advisement, I’m excited to see where I’ll be with my finances in the next 6 months to a year! 10/10 — Highly recommend choosing Ajay! – Marcel Esteban
Dorsey Wealth Management
ADDRESS: 21250 Hawthorne Blvd Suite 500, Torrance, CA 90503, United States
NUMBER: +1 310-370-7776
DESCRIPTION FROM BUSINESS: As a financial advisor in Torrance, we Specialize in Wealth Management and Retirement Planning for Women and Couples. We partner with clients to help them be confident they are making smart decisions about their money, enjoy retirement without worrying, and maintain the lifestyle they’ve worked so hard to achieve…
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 – After I turned 55 years old, I realized I needed to start planning for my retirement and decided to seek the help of a financial advisor. On my quest to find a financial planner, I received names and numbers for approximately eight different planners, all referrals from friends, neighbors, and coworkers. One of those referrals was from a good female friend and coworker. She told me how wonderful it was to work with Angela Dorsey, whom she’d previously worked with. Out of all the referrals, Angela was the only female; she had previously worked at my current employer and then left to start her own successful business. My friend was so enthusiastic and happy with Angela and the work that she does, I just had to call and meet her!
Angela educated me on all the different components that make up retirement and did it in a way that didn’t make me feel like an idiot. I had spoke to other planners (who were men) and who made me feel inadequate or belittled me because I didn’t know all the details of retirement. Angela heard my dreams and goals and worked with me to attain them. No cookie-cutter solutions!
I recommend Angela to many people who have reached out to her and retained her. When referring people to Angela, I tell them she’s absolutely the best! She has great experience, knowledge, patience and a calmness about her. Angela does her homework to customize retirement planning, financial planning, and wealth management to each client’s individual needs. I also share how Angela is one of my mentors. She left a large corporation to start her own business. During our planning process, she helped me take early retirement to start my dream business, be financially stable, and be successful with whatever I do. Angela is a successful businesswoman who is a pleasure to work with and gets things done—and helps “us” get things done.
I most appreciate the confidence I have in Angela; I trust her 100%! I know she has my best interest in mind and has set me up for success. When she presents a plan or discusses my plans and my future, her delivery is always comprehensive, clear, and specific to me. Since our first meeting in 2016, I have set up my estate planning, taken early retirement at age 58, started my own business (which showed a profit in 2021), cut expenses, and am living life with a great attitude because I have comfort and knowledge of my long-term financial goals. – Theresa Haven
REVIEW #2 – Angela has helped me so much in financial matters! It is an area that I have consistently lacked knowledge of and struggled in. I needed to find a financial planner that I could thoroughly trust. I found that trustworthy, kind, hardworking individual in Angela. As a woman I have many life components that I am balancing, and with the assistance of Dorsey Wealth Management, I no longer worry about my financial decisions. I now have piece of mind that my financial details are being attended to by a financial planning firm that I have confidence in! – Annette J.
REVIEW #3 – My husband and I had been discussing the need to find a financial advisor to plan for retirement, but we kept procrastinating. After unexpectedly facing a life-changing situation, I reached out to Angela Dorsey in 2015. It was imperative that we quickly understand our future financial situation and how to ensure we didn’t derail our retirement goals and ability to cover college tuition for our daughter. After meeting Angela, I found her extremely professional and knowledgeable. She took the time to really listen to us. I appreciated her educational style and came away feeling like she understood the urgency of our current situation and would ensure I was tracking each step of the way. The fact that Angela is a fee-based fiduciary also gave me confidence that our interests would come first.
Angela worked tirelessly (and quickly) to direct us in clarifying our financial and retirement goals. She then prepared and patiently explained multiple scenarios for us. I appreciated that she never passed judgment and was available in person, via phone and email to answer my follow-up questions. Angela addressed the short-term financial (lifestyle) impact as well as the long-term impact on our retirement timing and lifestyle while ensuring we could still assist our daughter with college tuition. She has a balanced approach of explaining which areas are on track and where there is risk and, more importantly, how to plan for it or make adjustments.
I often recommend Angela to others as a trusted advisor who will help you define your goals and work with you to lay out a road map to get there. She is personally invested in her clients, very responsive, and has a great professional network to tap into. While we started with Angela when we were living in the South Bay, we’ve continued virtually, and Angela hasn’t missed a beat. We still meet quarterly and I can reach out anytime I need her advice. Partnering with Angela has provided great comfort and the confidence that she’s looking out for our best interests so we can have the life we want while knowing our family is taken care of. – Ann Masse
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
