4 Best Gold IRA Investment Companies Near Me in Atascadero, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Rothman Investment Management
ADDRESS: 9700 El Camino Real Ste 302, Atascadero, CA 93422, United States
NUMBER: +1 805-286-6378
SERVICES: Registered Investment Advisor, Retirement Planning, Risk Management, Security Selection, Tax And Estate Planning, Basic Financial Planning, Capital Management, Comprehensive Financial Planning, Comprehensive Wealth Management, Customized Portfolio Management, Developing A Financial Plan, Fee Only Financial Planning
OFFICE 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 – Jake Rothman is a world-class financial professional. I highly recommend Rothman Investment Management. I reached out to Jake to help my mother get her finances in order and plan for retirement. We interviewed a few financial planners and I am so thrilled we chose Jake! We completed his Financial Planning offering which includes 4 sessions (60-90 mins each). There was significant time spent truly understanding my mother’s goals, dreams, necessities, and worries. Jake is an incredible active listener, is highly organized, very empathetic, and well-versed on winning budgeting and investment strategies. Best of all, Jake has a genuine passion to help you succeed. He earned our trust quickly. Jake truly helped us create a plan for success that is highly personalized and simple to execute on. I also appreciated how easy Jake was to work with. You can schedule meetings in-person or via Zoom, easily book via Calendly and he promptly sends thorough notes after every meeting. Overall, I highly recommend his firm and look forward to partnering with them further. – Rachel (Gasparini) Menon
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Edward Jones – Financial Advisor: Charles A Matthews, CEPA®|AAMS®
ADDRESS: 5965 Traffic Way, Atascadero, CA 93422, United States
NUMBER: +1 805-460-0443
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Charles Matthews is warm and kind and smart and has a gift of explaining money management to non finance experts (me) really well! I met him at a Chamber of Commerce mixer and decided to call him when I needed to move my retirement account. When I was laid off from my job he helped me create new goals and set things up so my money could grow. Brody always does a fantastic job working quickly and I’m always impressed with his communication and organization. I highly recommend their team. They will guide you with their experience and you’ll be in great hands with them. Thank you for the fantastic service this year! – Clare Kindness
REVIEW #2 – Very nice and very helpful people. – Noah Millheim
Edward Jones – Financial Advisor: Natali M Sanchez, ChFC®|CPWA®|CRPC™
ADDRESS: 7305 Morro Rd Suite 202, Atascadero, CA 93422, United States
NUMBER: +1 805-461-3453
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’m very grateful to have Natali as my financial advisor. She has been there for me and my family to guide us with our investments and help us navigate through the current market. Unlike other financial advisors I have dealt with in the past, she has a very warm demeanor. She actually listens and cares to learn about what our current and retirement goals are and creates a plan on how we can meet them. I trust her and that’s something that is hard for me to do, especially when it involves my money. Her knowledge and character shine. – Nancy S
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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