4 Best Gold IRA Investment Companies Near Me in Long Beach, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Serenity Wealth Management
ADDRESS: 444 W Ocean Blvd Suite 1402, Long Beach, CA 90802, United States
NUMBER: +1 213-509-8245
SERVICES: Portfolio Analyst, Portfolio Manager, Retirement Adviser, Retirement Planner, Investment Advisor, Financial Advisors, Financial Planning
STORE HOURS
| Mon | 8:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:00 PM | |
| Wed | 8:00 AM – 7:00 PM | |
| Thu | 8:00 AM – 7:00 PM | |
| Fri | 8:00 AM – 7:00 PM | |
| Sat | 11:00 AM – 7:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Serenity Wealth Management has grown my meager retirement savings into a healthy nest egg that has made life comfortable for me in my retirement, has allowed me to travel “first class”, to rent a wonderful get away home overlooking the Pacific in Baja, and never feel stressed about financial matters. I highly recommend their knowledgeable advice and personal attention to their clients as caring friends. They live up to their fiduciary duty to grow your wealth. – David Francis
REVIEW #2 – “I have known Curtis Hill for 30 years, where we meet as financial advisors at Morgan Stanley. Curtis became a Senior Vice President at Morgan Stanley before starting his own firm. Although I moved on to another industry, Curtis and his wife Irina have remained good friends and became my personal financial and investment advisor.
Curtis and Irina with their holistic approach to financial planning, have a unique prospective on how to maximize investment returns. This include a tactical trading system that has be earning superior investment return for myself. I would highly recommend any investor seeking respectable returns and safety meet with Curtis and Irina at their firm Serenity Wealth Management.” – Jay Hand
REVIEW #3 – Irina and Curtis Hill of Serenity Wealth Management exemplify what it means to be trusted, knowledgeable, and client-focused financial professionals. With a combined background in financial planning, tax strategy, and real estate, they bring a uniquely comprehensive and personalized approach to wealth management.
They provided us with clear and actionable guidance, simplified complex financial concepts, and delivered results that align with our personal goals and financial aspirations. Whether you’re planning for retirement or managing investments, Serenity Wealth Management offers a refreshing and empowering experience.
We highly recommend SWM for individuals and families seeking thoughtful, forward-looking financial planning with a personal touch. – Brandi Massman
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
Halbert Hargrove Global Advisors
ADDRESS: 111 W Ocean Blvd 23rd floor, Long Beach, CA 90802, United States
NUMBER: +1 888-780-6420
SERVICES: Registered Investment Advisors, Retirement Accounts, Retirement Strategy, Tax Planning, Investment Management, Investment Portfolios, Estate planning, Financial planning
STORE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Halbert Hargrove is an excellent partner helping me reach my financial goals. My mind is at ease knowing the investment team with which I work is making all the correct decisions regarding the management of my portfolio. In addition, I appreciate how well they communicate what they are doing with my funds via phone, email and my personal login on their secure portal. And if I have ANY questions, they provide quick, clear, accurate answers professionally, politely and with the utmost of respect. I so highly value my relationship with them, I’ve been happy to recommend their services to family, friends and colleagues. – Scott Martino
REVIEW #2 – For almost two years now I have interacted with Halbert Hargrove Global Advisor – Nick Strain + his amazing team. It has been a pleasure to work with Nick and team as everyone is a seasoned professional and a delight to work with. I am consistently impressed by their knowledge, process, sense of urgency and attention to detail, support, patience and they go above and beyond when it comes to client service and kindness. – Pamela Sette
REVIEW #3 – Halbert Hargrove has great financial advisors, who are truly interested in your goals. They take good care of their investors and are easily available. My portfolio has increased a lot since I’ve been with the firm, which is 20+ years. I trust them completely. – Marlene Bronson
REVIEW #4 – Halbert Hargrove has been my financial advisor and fiduciary for decades. They have allowed me to concentrate on my career while they have manage my wealth. Our relationship is professional, personal, and rewarding. – Alan Broido
REVIEW #5 – I’ve been working with Halbert Hargrove for awhile and it has been an incredibly rewarding experience. I’ve never felt more heard or supported in my financial journey. From the very beginning, it’s clear that they are not just providing an advisor but a dedicated team working with me. I feel like they’re helping me achieve my dreams and are always available when I have questions. I would definitely recommend Halbert Hargrove to anyone looking for an advisor. – Pam Kirtlan
REVIEW #6 – For someone who wants a wealth advisor who is financially savvy, values your priorities and can direct and organize your financial world, this is your company! I highly recommend them! – susie atwood
William Allan Investment Advisors
ADDRESS: 100 Oceangate #1200, Long Beach, CA 90802, United States
NUMBER: +1 800-677-5309
SERVICES: Investment Advisor, Investment Management, Portfolio Management, Retirement Planning, Wealth management, Assets Under Management
STORE 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 – Family run investment advisor firm that you can trust. William Allan does not only have exemplary customer service but they make me money. They thoroughly explain the most confusing financial terms in a simple way, that I can comprehend and understand. Since working with them they have expanded upon my financial knowledge. Their financial advisor and investing tactics ensure my money is always growing. But, the best part is I trust them. Thank you guys! – Smartlabs Marketing
REVIEW #2 – As someone that knows nothing about investing and retirement planning, going to William Allan LLC was the best decision I have ever made. Marcus and his team are very knowledgeable and were able to help with all of my requests and questions in a prompt and timely manner. – Brittany Moretine
REVIEW #3 – Thank you Andrew with providing advise about my taxes! Andrew was very professional and friendly, he was able to explain tax terms and forums in simple ways where I could understand. Definitely recommend! Thank you and stay safe! – Kaden Frazier
REVIEW #4 – As a new client, I am never hesitant to call with any questions or concerns. Unlike my old financial advising firm, I am treated like a priority. Excellent responsiveness and customer service. – Ashley Zanello
REVIEW #5 – As a first time investor they have helped me establish smart long term goals as well as given me a better understanding of the stock market. – james ritter
REVIEW #6 – Informative and the best part is they took their time to explain everything to me. Thank you guys so much – destroy the oppostion
Edward Jones – Financial Advisor: Sofian Haikal, CFA®
ADDRESS: 3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, United States
NUMBER: +1 310-426-9681
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 – 2:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Sofian Haikal, CFA, has had my confidence and trust for the last 5 years. He has provided excellent investment advice and has arranged helpful meetings to make sure my portfolio is on track to meet my financial needs and address any concerns that I may have about the current state of the economy and how that influences my financial goals and choices going forward. He is a part of my “dream team” of retirement advisors. I truly feel heard and understood by Sofian. He and Senior Branch Office Administrator, Rosanne Braithwaite have exceeded my expectations for responsiveness and customer service. My recommendation of Sofian Haikal, CFA, is given in complete confidence fostered by experience and is made without reservation. – terry gimenez
REVIEW #2 – Sofian is the best! We met with four different financial planners before going with Sofian are so grateful we did. He has not only grown our money, he makes sure he is clear on our financial goals and maps out how to get us there. He is responsive, wonderful to work with, and his senior office administrator, Roxanne is also a dream. You truly can’t go wrong with Sofian! – Carri Zoberbier
REVIEW #3 – We’ve been working with Sofian for a couple years now. It’s been a very positive experience, especially since we used to handle our own investments with Index funds. Wish we had been referred to him much earlier. Would be in a better financial position than we are now. – William Kessler
REVIEW #4 – Look no further for excellent investment and planning guidance! Sofian is extremely knowledgeable, helpful and practical. He listens and asks the right questions and then provides customized advice – not only investment expertise, but also financial planning, which is just as important. He helped me figure out my retirement goals, projected needs and income, and what it would take for me to be able to meet those goals. He checks in regularly to make sure I understand what’s going on with the market and how it affects me. He gives me choices for changes to my investment strategy and explains the pros and cons of each decision. The personalized attention I receive from Sofian and his amazing assistant, Roxanne, is at a level I’ve never experienced before. Instead of being ignored or given cookie-cutter advice, as happened to me with other firms, I get the star treatment – even though my investments are modest. – Wendy Jones
REVIEW #5 – Sofian gives us the comfort we need in knowing we are well taken care of. From the very first day we started working with him we have felt our money, retirement and future are in great hands. His follow up is beyond amazing, and his assistant Roxanne goes above and beyond as well. In the crazy financial world we are in right now it is comforting to know I have the best person taking care of me. – Debby Bernstein
REVIEW #6 – I switched from Charles Schwab to Sofian Haikal at EJ because of the great service. I really appreciated how Sofian looks at the big picture, from my current work all the way through retirement and beyond (legacy). I think I’m gonna switch all my employees IRA to him as well because I know they will be in good hands. Schwab doesn’t do squat for their customers. – Wellington Eng
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