3 Best Gold IRA Investment Companies Near Me in West Covina, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Trilogy Financial Services
ADDRESS: 1000 Lakes Dr # 325, West Covina, CA 91790, United States
NUMBER: +1 626-918-5670
DESCRIPTION FROM BUSINESS:
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – INTEGROUS – That is the only way to describe Joe Sirgy CFP at Trilogy Financial Services in West Covina, CA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and “life” (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe.
He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations. – Becky Tahauri Moon
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Strategic Fortune Wealth Management
ADDRESS: 1000 Lakes Dr # 420, West Covina, CA 91790, United States
NUMBER: +1 626-514-9944
DESCRIPTION FROM BUSINESS:
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’ve had such a positive experience working with this firm. Everyone I spoke with was knowledgeable, patient, and truly dedicated to helping me understand everything clearly. You can tell they really care about their clients and take pride in their work. They follow up consistently, explain things in detail, and make the whole process feel easy and stress-free. I honestly felt confident and supported every step of the way. I definitely recommend this team to anyone looking for professional and trustworthy financial guidance! – Denise Campos
REVIEW #2 – I’ve had an incredible experience working with this team. From day one, they took the time to really understand my goals, explain my options clearly, and build a strategy that made sense for my financial future. Communication has always been quick, transparent, and helpful — I never feel rushed or confused about decisions I’m making. I genuinely feel more confident and secure about my long-term plans thanks to their guidance. Highly recommend to anyone looking for a knowledgeable, trustworthy, and client-focused financial partner! – Megan McCullough
REVIEW #3 – This firm delivers exactly what you hope for in financial services. The staff is sharp, organized, and genuinely professional from the first conversation to every follow-up. Their advisors take time to dig in, pay attention to the details that matter, and build a personalized strategic wealth-management plan that actually make sense for long-term success. If you want a team that stays attentive, communicates clearly, and treats your financial future like it matters, this is the place. Very satisfied! – Isaí Pérez
Agate Financial
ADDRESS: 100 Barranca St Suite 721, West Covina, CA 91791, United States
NUMBER: +1 626-271-4770
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 11:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 11:00 AM – 5:00 PM | |
| Wed | 11:00 AM – 5:00 PM | |
| Thu | 11:00 AM – 5:00 PM | |
| Fri | 11:00 AM – 5:00 PM | |
| Sat | 11:00 AM – 5:00 PM | |
| Sun | 11:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Suzanne is amazing! She’s very professional and knowledgeable. She takes the time to help you understand the importance of financial planning and life insurance. I highly recommend her! Shes genuinely cares for her clients. Thank you Suzanne! – Guadalupe Valenzuela
REVIEW #2 – I cannot recommend Suzanne enough! Working with her has been an incredible experience. She has helped me tremendously in getting my finances in order and continues to provide valuable guidance as I pursue my dreams and financial goals. What sets her apart is the depth of education she provides—she makes everything clear and understandable. She is the most genuine, kind-hearted person, always authentic and truly invested in my success. Her intelligence and support keep me motivated to stay on track. I feel so fortunate to have her on my side! – Ashley Bullock
REVIEW #3 – Suzanne is very professional and knowledgeable about financial planning. She provided me with detailed explanations on life insurance with living benefits, something that is worth investing in for people looking to retire comfortably or prepare for medical emergencies down the road. I am extremely glad that I was able to connect with Suzanne who gave helpful advice and guided me in planning for retirement. I highly recommend her! – Grace Su
REVIEW #4 – Suzanne is wonderful to work with. She took her time explaining the importance of financial planning for the future. She takes pride in her work and with her actions it shows she truly cares about her clients. Thank you Suzanne! – Jennie Hua
REVIEW #5 – Suzanne was excellent and very professional. She really helped me understand the importance of planning for my future finances. 5/5 would recommend to anyone! – Sammuel
REVIEW #6 – I had a wonderful experience meeting Suzanne. She goes out of her way to make sure I understood the importance of retirement and everyday financial planning for my family future! – Nina
REVIEW #7 – I truly love working with Suzanne. She’s one of the most dedicated, detail-oriented agents I’ve ever met. Her commitment to finding the right coverage for her clients—coverage that fits both their needs and their budget—is unmatched.
What stands out most about Suzanne is how deeply she cares. Life can be unpredictable, and she understands that. She’s helped countless families prepare for the unexpected, and in some cases, her foresight has made all the difference. Some of those families faced tragedy—but thanks to Suzanne, they had the protection they needed.
Suzanne is more than just a great agent—she’s a blessing to the people she serves. Truly, she’s doing the work of and for the people. Let her guide you, it will be the best check mark on your adult to-do list. You will sleep better knowing you are protected. – Naz Steeber
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