4 Best Gold IRA Investment Companies Near Me in Chico, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Altum Wealth Advisors | S. Cliadakis, CFP®
ADDRESS: 1074 East Ave suite t-1, Chico, CA 95926, United States
NUMBER: +1 530-924-0110
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Miste’s ability to effectively support her clients financial goals is a commitment she makes for life. My childhood friend’s mother worked with Miste and she was supportive through the loss of their mother and even took time to attend and help at her funeral. In a business that can be cold and confusing Miste brings a personal touch with her passion for what she does. She will work hard to make your goals become a reality and builds lasting relationships with clients that are invaluable. – Crystal Thomas
REVIEW #2 – Miste & Steve have been managing my daughter’s finances for a few years now. They have helped her and her husband navigate how to appropriately grow their inheritance, their retirement accounts while making sure their ever changing family financial needs are met. They are all very nice, including Melanie, their Paraplanner. They treat their clients right not to mention make your money grow! – Pamela Harvell
REVIEW #3 – My wife and I were overwhelmed with various accounts in our portfolio. Miste, Steve and Melanie helped us consolidate and organize our portfolio. We have been very satisfied with their financial guidance. They take the time to listen to our questions and are friendly and professional. – Tim Thompson
REVIEW #4 – I highly recommend Altum Wealth Advisors! Miste and Steve are so compassionate and helpful. Its a challenge to find great financial planners that you trust and know will do a wonderful job. I am so fortunate to have these two on my team. Miste is so professional and has done a tremendous job handling my finances. With her guidance and advice I have grown so much on my financial path. They are patient, knowledgeable, and very passionate about what they do. Please consider them for all of your financial needs. – Hannah Seuferer
REVIEW #5 – Miste Cliadakis is a standout professional in financial planning and investment management. She brings not only deep expertise but also a caring, thoughtful approach to her work. Miste truly listens to her clients and helps them feel confident about their financial future. – Jennifer Ellingson
Recommended Sponsors
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Embrace Wealth Management
ADDRESS: 527 Flume St Unit 6, Chico, CA 95928, United States
NUMBER: +1 530-349-4738
SERVICES: 401k 403b Defined Contribution Plans, Pension Plans, Registered Investment Advisor, Asset Allocation, Brokerage Services, Comprehensive Financial Guidance, Comprehensive Financial Planning
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 the pleasure of getting to know Kim Huber through a coaching program she participated in. Kim impressed me with her care for her clients, and her deep understanding that money is about so much more than “just” money – it’s about life! She is smart, professional, and caring. I know her clients are fortunate to have her guidance. – Amy D’Aprix
REVIEW #2 – Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. She’s very good at explaining things using layman’s terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere.
I highly recommend Kim, If you’re looking for somone to help with financial planning. – Jon D
REVIEW #3 – I’m so pleased to be working with Kim Huber and her team! Her guidance has helped me navigate the complexities of adulting with greater confidence. I especially appreciate her holistic perspective—she takes the time to understand my full situation and thoughtfully evaluates financial options related to homeownership, investing, taxes, and estate planning. Kim has shaped my decision-making process and introduced fresh ideas I might not have considered on my own. She’s insightful, upbeat, and an exceptional listener. – Maryann D
REVIEW #4 – Wonderful experience with Kim at Embrace. Along with being very professional and knowledgeable, she is also very empathetic. Kim wants to get to know you and understand what’s important to you before her team starts directing you. Meetings with Kim are friendly and informative and we are always invited to ask questions or dig deeper into the subject matter. Kim meets you exactly where you are at in your stage of life and planning, and tailors her services to your needs.
I highly recommend Embrace Wealth Management. I wish we had found them sooner. – Yvonne Murphy
REVIEW #5 – I can’t recommend Embrace Wealth Management highly enough. Their team was incredibly supportive and encouraging throughout my journey, especially as I navigated new financial territory after a recent divorce. I initially felt embarrassed about learning these things for the first time, but their compassionate approach made me feel so encouraged. Their expertise and understanding of financial nuances is outstanding!
Overall the level of care and detail in the financial plan they put together for me blew me away. I’m stepping into this new stage of life feeling more financially confident and capable than I ever have. Kim and her team are absolutely the best! – Samantha Grab
Sweeney & Michel, LLC
ADDRESS: 196 Cohasset Rd #100, Chico, CA 95926, United States
NUMBER: +1 530-487-1777
DESCRIPTION FROM BUSINESS: Sweeney & Michel LLC is a fee-only financial planning and investment management firm in Chico, CA. The firm is structured as an RIA (Registered Investment Advisor) and act as Fiduciaries. The team of financial advisors (and CFP®) have been serving clients for decades.
STORE HOURS
| Mon | 8:00 AM – 3:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 3:00 PM | |
| Wed | 8:00 AM – 3:00 PM | |
| Thu | 8:00 AM – 3:00 PM | |
| Fri | 8:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for your financial planning needs. – Ken Evans
REVIEW #2 – Joe and his team provide unmatched service and guidance regarding my finances. They keep me up to date on the changing trends in the market and provide sound suggestions. They also take the time to talk with me to understand how aggressive I want to be in my investments and tailor their services to best suite my expectations. – Jake Patrick
REVIEW #3 – I’ve been working with Joe for 15+ years. Have always felt he has my best interest in mind when making financial decisions. Always listens to my goals and helps me strategize. Couldn’t be more happy with the service and results. – Matthew Davis
REVIEW #4 – The entire team at Sweeney & Michel are all brilliant and very welcoming. Joe is very open and responsive to any questions I may have regarding the market or my investments. He has proven to be the kind of advisor I trust and recommend to all my friends, family, or anyone looking for a reputable place to care for their funds/accounts! – Niko Gutierrez
REVIEW #5 – We always enjoy meeting with Renee about our investments with Sweeney & Michel investments. It always feels good to discuss changing issues in the stock market. I like being kept informed about the latest changes in my portfolio. – Floyd Perry
Murray Financial Services
ADDRESS: 140 Yellowstone Dr #100, Chico, CA 95973, United States
NUMBER: +1 530-896-5484
DESCRIPTION FROM BUSINESS: With over 27 years of experience providing disciplined and prudent advice, we help our clients to identify and navigate a well charted course through the ocean of financial decisions which life presents. As a fiduciary financial advisor we have a duty to put your needs and goals ahead of our own and do so completely free of commission incentives.
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 – I have worked with Kevin for many years, and from the onset, he has displayed the utmost in absolute integrity. He has proved to be a very knowledgeable financial advisor who takes his fiduciary responsibility very seriously and his first rate management has facilitated the steady growth of our investments year after year.
I highly recommend Kevin and Murray Financial Services to anyone looking for a financial advisor. – Dave Randall
REVIEW #2 – Super friendly staff. Kevin provides great personal service and sound financial (and life) advice. Been a client of Kevin’s for 25 years as I trust his honesty and integrity. Having a financial plan and the assistance he provides in getting things lined up for our family have been greatly appreciated. Not too many people in this business who really care about the “person” as opposed to the money – so, it’s great to have a such a tremendous resource in our community. – Ron Penne
REVIEW #3 – Kevin Murray has been my financial advisor for 16 years. He’s never too busy to take my phone call, no question goes unanswered, and no concern is left unaddressed. I’m very confident in his investment strategy and his genuine interest in the financial future of his clients, and Kelli at the front desk is always warm and helpful. – Christine Gaines
REVIEW #4 – My complementary phone appointment with Kevin Murray was extremely valuable for myself, family and my business; Pleasant Place care facility for Elders (RCFE). He was totally transparent in advising me of costs for his services and provided fantastic advice that I could utilize immediately. He helped me develop personal and professional goals that are reasonable and valuable.
His advice will help me get to a point where his services will become mutually beneficial and I’m looking forward to doing business with Kevin in the near future. – Allan Marshall
REVIEW #5 – Kevin and the staff have been top notch from day one.. our family really needed some help to get our finances back on track and they were able to not only get us back on track but exceeded our expectations. They always were there when we had questions with answers and integrity. So always wanted to say thank you from our family. – Timothy Muncy
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