4 Best Gold IRA Investment Companies Near Me in Fresno, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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KERR WEALTH MANAGEMENT
ADDRESS: 7255 N First St #101, Fresno, CA 93720, United States
NUMBER: +1 559-277-4772
SERVICES: Pension Investment, Portfolio Analysis, Portfolio Review, Wealth Building
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 | 8:30 AM – 5:00 PM | |
| Sun | 8:30 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had been looking for a financial planner for several years until I met Andrew. Finally, my search is over! Andrew has come up with a plan for my personal finances and is helping me with my small business. Him and his team are knowledgeable, friendly and professional. They provide awesome customer service at a much better price that I had previously for payroll, bookkeeping and insurance. I’m extremely happy with Kerr Wealth Management! – Tasha Gray
REVIEW #2 – Andrew has helped me uncover fees I didn’t know I was paying with Wells Fargo Bank. Andrew taught us the value in fee only financial advice and we are so thankful for making the move. Andrew has also helped us make financial planning straight forward and now we have a solid understanding of what we need for our future. He is easy to work with and will not sell you investment products. So thankful for you Andrew and The Blosser Harrison team. – nahrin davoodi
REVIEW #3 – Choosing a financial advisement firm is a stressful endeavor. You want someone you can whole-heartedly trust, is passionate about what they do and an expert in their field. Not all firms are created equal and I learned that while going through my own process of hiring a firm for my own office.
Luckily, I was referred to Andrew by a friend and business owner. Andrew has been nothing short of amazing to work with. He is professional, responsive and just absolutely cares about the work he is doing! My staff feel very comfortable calling his office for any questions they have regarding their retirement benefits and enjoy his visits when he comes in for education or paperwork. Overall, we are happy with Andrew’s services and are grateful to have his team to work with! – Sabrina
REVIEW #4 – I am very excited to work with Andrew and his team. From the moment you walk in, you are greeted warmly and treated like family. Andrew has used his expertise to guide me in my current situation, but more importantly has provided me with a clear roadmap to a prosperous financial future. I now have a sense of confidence and know that I have been given a thoughtful and thorough evaluation. With Andrew’s knowledge and advice, I can secure the future that I didn’t know was possible.
If you are looking for a financial planner that will focus on you and not try to sell you anything that you don’t want or need, please give him a try. I am grateful that I did. – Susan Otis
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Brighton Investment Solutions
ADDRESS: 2600 Cesar Chavez Blvd Suite 201, Fresno, CA 93721, United States
NUMBER: +1 559-495-9322
DESCRIPTION FROM BUSINESS: Services designed with the Dave Ramsey fan in mind. We specialize in retirement income planning and superior rate of return. Dave Ramsey and other greats have laid out the timeless and foundational principles when it comes to investing. We exist to light that path…
STORE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 1:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brighton Investment Solutions has been absolutely amazing to work with. When looking for a financial advisor, I wanted someone who had my best interest in mind instead of someone just trying to sell me products. I found that here. Specifically, Josh has been amazing to work with. He is very knowledgeable and passionate about doing what is best for me. Any time I have anyone looking for a financial advisor, I will send them directly to him. Great company and great person to work with! – Steven Flores
REVIEW #2 – Arlie Rogers is wonderful and is providing excellent service for our financial needs. He’s always available if I have questions. I have complete confidence in his work. Justin Oakley is also a great member of the Brighton team. He is quick to help us in any way with our finances. We are blessed to have such men of integrity in our lives. – John Griffin
REVIEW #3 – I have been with Brighton Investment Solutions team since 2017. He was recommended to me by Dave Ramsey and I am very impressed with Nicholas Maxwell’s advice and management. He is an excellent advisor and is always available to answer questions or to meet in person or by phone if the need arises. Brighton provides a user friendly customer portal online where customers can review the status of accounts that are invested with Brighton and get education on investing. They communicate with me on a regular basis. Nick helped me manage my work held retirement accounts as well when they were with another investment firm. He is trustworthy, approachable, professional and very knowledgeable. I could not recommend Nicholas W Maxwell and the Brighton Investment Solutions team enough! – Karin Campbell
REVIEW #4 – Very grateful to have Jesse as my advisor at Brighton Investment Solutions. It takes a lot for me to trust someone with my finances—but if there’s anyone I can trust, it’s Jesse and his team. They were personally recommended through the Dave Ramsey Show, and I can truly see why.
Whenever I have any concerns, Jesse is only a call away—always professional, helpful, and patient. I first heard about the firm from the Dave Ramsey Show, and now I’m finally on the path to financial success. Thank you, Jesse, for guiding me every step of the way! – Junior Ramirez
REVIEW #5 – Taking financial investment steps with Brighton has been a game-changer for my confidence. The guidance from my advisor, Jesse, has been hugely impactful, and I feel much more successful and focused as I plan for retirement.
What I appreciate most about Brighton is their professional, courteous, and knowledgeable service. My experience has been that they genuinely take the time to understand each client’s unique goals and provide specific guidance that aligns with their individual needs. – Joy M.T.
Consolidated Financial Services
ADDRESS: 1579 W Shaw Ave, Fresno, CA 93711, United States
NUMBER: +1 559-705-4899
SERVICES: Retirement plans, Retirement savings consulting, Savings cover plans, Serious illness cover plans, Term life insurance
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 | 9:00 AM – 5:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Angel Montes was outstanding in guiding me through my retirement and life insurance planning. He explained every detail clearly and thoroughly, breaking down complex terms and calculations into simple, easy-to-understand concepts. His professionalism, expertise, and passion for helping clients truly stood out. It was clear that he prioritized my needs and best interests every step of the way. I left feeling informed, confident, and well-prepared for the future. Highly recommend Angel to anyone seeking knowledgeable and caring financial guidance. – Mai Yang
REVIEW #2 – Angel Montes has been a really good guy since the first time I met him. It was during a very hard time on our lives where we needed help and God put him in our path, we will never forget. Since then he has been really helpful with any questions we have regarding his services and has helped us along the way as well – Miguel Lopez
REVIEW #3 – I had a company for 20+ years not realizing that it was going to lapse and Angel helped me understand what I had and helped me obtain a plan that allowed me to not have to worry about my plan ever lapsing!! I am very grateful for the amazing time, information, and attention to detail that Angel took to help me and my wife find the best plan for our family. Thank you! – Sal Aquino
REVIEW #4 – Angel was incredibly helpful with all the information provided! He helped me see what options were available and identified all the pros and cons and helped me make the best educated decision for my family. Thank you so much – carmen benitez
REVIEW #5 – Talking with Angel was very informative and he is sincere about the information he shares. He’s very understanding of your needs and does the best to his ability to help in your personal financial needs. – Isabel Molina-Cantu
REVIEW #6 – Angel has been great. He worked with my schedule and traveled closer to my home to make his services more convenient for me. He’s very personable and very helpful. He’s reached out to me several times and I feel like we’re now more friends than doing business with one another. Thank you Angel! – estevan alvarez
REVIEW #7 – I highly recommend Angel Montes for his exceptional financial planning services. Two years ago, he helped my sister establish a tax-free retirement plan and even set up college savings accounts for her children. Since then, he’s also helped me and my son get on track for a secure retirement.
What sets Angel apart is his genuine care and dedication. He takes the time to truly understand our needs and goals, and he explains complex financial concepts in a clear and easy-to-understand way. He’s always available to answer our questions and provide guidance, and we truly appreciate his proactive communication throughout the year, including his thoughtful Christmas cards.
Angel is a trusted advisor who has made a significant positive impact on our family’s financial well-being. We highly recommend his services to anyone seeking to secure their financial future. – Bertha Garcia
Mason Street Wealth Management
ADDRESS: 5250 N Palm Ave Ste 201, Fresno, CA 93704, United States
NUMBER: +1 559-892-0002
DESCRIPTION FROM BUSINESS: Financial Planning and wealth management need to be considered on a holistic level. Your plan to retire well requires a solid foundation and a clear pathway. Mason Street Wealth Managements’ holistic approach considers your financial mindset, strategies, methods, and progress. Building a healthy foundation is crucial in developing a custom financial plan for your needs…
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 been doing business with Fresno Financial Advisors (now Mason Street Wealth Management!) on my mother’s behalf for almost two and a half years. With a relatively conservative investment strategy her account has already grown by over 25%! My wife and I attended a client appreciation event earlier this week that further affirmed our belief that entrusting mom’s retirement income to Sean and his team was the best decision we could have ever made. Amongst a crowd of over 200 people, when I finally spoke with Sean, I was somewhat amazed that he even remembered my name! Sean’s team is made up of primarily family. They have always done an outstanding job at making us feel like part of the family as well. I did not enjoy that connection with mom’s previous advisor. I wholeheartedly recommend Mason Street Wealth Management. As Elvis would say: Thank you. Thank you very much! – Joseph Hill
REVIEW #2 – Our experience with Sean and his staff has been amazing. They are all very helpful, and knowledgeable. We are treated such kindness. The advice Sean has given, and believe me we asked a lot of questions, has been exactly what we needed to give us peace of mind. We highly recommend them. – Marion Strong
REVIEW #3 – Fresno Financial Advisors has been managing my retirement accounts/strategies for over 7 years. Sean Mason has always been open and honest about options and explains the pros and cons with patience. The level of trust continues to grow as we work together. Sean returns my phone calls quickly and makes sure we sit down and discuss my portfolio on an annual basis, making sure adjustments are taken care of regularly. I have sent my own children to him for advice and know they will get the same treatment as I do. Thank you to Sean and the Fresno Financial Advisor team! – Rod Turley
REVIEW #4 – Highly recommend Mason Street Wealth Management and their services. They are professional, comprehensive, and transparent. They are very responsive and have a personal touch, which is often rare in this day and age. – Tracy Phelps
REVIEW #5 – Very knowledgeable and helpful! My husband and I appreciated his advice and excellent stewardship over our accounts. Sean’s very easy to talk to and made us feel like we were part of the family! – Katelyn Rhodes
REVIEW #6 – We had an exceptional experience working with Sean Mason and his office staff! From the start, he was incredibly knowledgeable, guiding us through the complexities of managing our finances and helping us set up college savings accounts for our children. He explained everything in a straightforward, easy-to-understand way while still providing all the information we needed to make informed decisions.
What really stood out was his honesty and transparency—there were no surprises, just clear advice tailored to our family’s goals. We now feel confident about our financial future, thanks to his thoughtful planning and guidance. If you’re looking for someone who is both professional and personable, we highly recommend Sean Mason! – Lauren Stewart
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