4 Best Gold IRA Investment Companies Near Me in Oakland, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Liberty Group
ADDRESS: 411 30th St Second Floor, Oakland, CA 94609, United States
NUMBER: +1 510-658-1880
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Asset Protection Strategies
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 – We have been with Liberty Group since 2017 and have received excellent financial & legal services. Our advisor Adam McNulty listens, provides thoughtful recommendations and is readily available. – David Kong
REVIEW #2 – The Del Junco family has been the best with helping me with my investments since I retired 7 years ago! I am grateful for their support and advice and fully recommend them! – Joycelyn Odom
REVIEW #3 – We have been working with David Hollander and the Liberty Group for 12 years. David and his entire staff are most professional, caring and friendly. David has managed our assets flawlessly and even in difficult times, has “grown” that which we have placed under his care and oversight. Highly recommended!! – Carl Edmonds
REVIEW #4 – We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets.
Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan.
We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes. – Jeff Wagner
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Modern Financial Planning
ADDRESS: 344 Thomas L Berkley Way M10, Oakland, CA 94612, United States
NUMBER: +1 510-519-7009
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Planning
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 – Mike T. has been my hero for the past 4+ years. I am lucky enough to have a decent nest-egg and smart enough to let MFP take the helm. Added Tax services are so helpful and much like my assets, my trust in Mike and the team has increased with each year! – Warren McClure
REVIEW #2 – Mike is a consummate professional. He has a genuine interest in his clients needs and is not afraid to challenge them to take control of their finances. Mike is clearly a student of wealth management and takes his craft very seriously with an emphasis on continuing to build personal equity. We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth’s. He is always making recommendations about insurance, debt consolidation and future planning. I sleep better at night knowing that my family’s finances are being watched over by Mike Troxell! – Thomas Owston
REVIEW #3 – Working with Modern Financial Planning has been an absolute game changer for us financially. MFP’s holistic approach helped us think through strategies for managing not only our investments, savings, and assets, but also our insurance — and how all of it evolves over time with changes to our goals. The peace of mind and money confidence we have now is invaluable. Every check-in meeting is organized, intentional, and thought-provoking. If you’re on the fence about whether to hire a financial planner, I promise it’s worth it, and that MFP is the very best out there. – Kalee Gardella
REVIEW #4 – MFP has been an invaluable resource for me in working toward and planning for my future. I have become accustomed to running any major financial decision past Mike, and I would have it no other way. Advice is crisp, clear and always to the point. I am never lost when talking with Mike! I agree with other reviews in saying I can rest easy knowing MFP has a say in my financial future – Jake Horwath
REVIEW #5 – I have been working with Bryan Hasling, CFP, for a few years now, and it has been nothing less than spectacular. Bryan and his team came as a referral from a close, trusted from college, and he has been an invaluable counsel, advisor, and friend since then.
Bryan and his team are studied and knowledgeable; and the plans and insights they have shared have been meticulous in detail yet practical and applicable. Most importantly, it is evident that Bryan and his team are wholeheartedly dedicated to providing their clients the best service and tools for their financial planning.
Bryan and his team have given me peace of mind when it comes to my financial planning and future, and I would highly recommend Modern Financial Planning to others looking for the same. – VIDAUR DURAZO
The Entrust Group
ADDRESS: 555 12th St Suite 900, Oakland, CA 94607, United States
NUMBER: +1 800-392-9653
SERVICES: Self-directed IRA Recordkeeping, Self-Directed IRA Custodian, SDIRA Account Administration, Online Portal with 24/7 Account Access
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 | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Entrust is a fantastic company! I am a very new customer and I have had only positive experiences with each person that I have encountered along the way. Nadia has been very helpful while setting up the account. I have had the pleasure of speaking with three of their Customer Service representatives, (Suzanna, Pierce and Josh). They were extremely pleasant and professional while resolving my technical website issues very quickly. I called Bill and decided not to leave a voice-mail but he still reached out to call me and offer his assistance. Overall, I am very impressed!! – Lisa Davis
REVIEW #2 – R.J. Tolosa went the extra mile for me. And I am very grateful. As the end of year was drawing near, I was desperate to get my Required Minimum Distribution completed. I needed to transfer money from my LLC to the IRA so that it would fund the RMD. My bank had failed to format the wire transfer correctly and I had lost 10 days. Tolosa helped get the transfer corrected. I called back to see if the transfer had reached the Entrust bank. Tolosa contacted the bank but unfortunately the transfer was not registered. He offered to check again in and hour and call me back, which he did. Unfortunately, the transfer had not occurred. Later that evening He called me again and the transfer was complete. This was great news for me. His extra effort was greatly appreciated – Tom Wade
REVIEW #3 – I’ve been using Entrust for years to invest in real estate using my IRA. Their real estate team is top notch and provides all the assistance you need to execute real estate transactions held under an IRA trust. I want to especially thank Narcy Patio for her assistance in seamlessly executing the most recent sale. – John Alexander
REVIEW #4 – The Entrust Group’s Client Services Department has been amazing to work with. From start to finish, they’ve been incredibly responsive, knowledgeable, and genuinely kind. Every question I had was answered clearly and promptly, and I never felt rushed or overlooked.
It’s obvious they truly care about their clients and take pride in doing things the right way. Their professionalism, patience, and follow-through made what could have been a complicated process feel smooth and manageable. I’m very grateful for the support I received and would absolutely recommend The Entrust Group to anyone looking for a company that values service and integrity. – Rock Wilson
REVIEW #5 – As a new client, my wife opened an account with The Entrust Group to process the purchase of precious metals from a company that specializes in gold investment. Entrust arranged the efficient transfer of funds from her Fidelity IRA stock account to her new Entrust account and the precious metals were ordered and paid for promptly.
A significant problem arose a few days later when she decided to cancel the order and the precious metals company could not be reached by phone, email or website communication. We asked Entrust to assist us in getting this order cancelled and the funds returned and they were wonderful! They followed up on every attempt we made and after many weeks of communication, we were successful. All of the money delivered to the precious metals company has been returned to my wife’s Entrust account.
The Precious Metals team at Entrust worked with us by phone and email to secure this positive result and they have not charged us anything for their services. We are pleased and impressed, and look forward to doing future business with The Entrust Group. – Jim Richardson
Modern Family Finance
ADDRESS: 1999 Harrison St #1800, Oakland, CA 94612, United States
NUMBER: +1 415-295-6206
DESCRIPTION FROM BUSINESS: At Modern Family Finance, we provide tax-smart financial advice for modern families, delivered like a trusted friend. We serve the San Francisco Bay Area—including San Francisco, Oakland, San Jose, and nearby cities—as well as clients across California, the U.S., and internationally. We help professionals lower taxes, invest mindfully, maximize equity, and achieve financial independence…
STORE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 7:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with the team at Modern Family Finance has completely transformed how I approach and think about my finances. They helped me get organized, understand the big picture around taxes and estate planning, and even build a deeper understanding of how I relate to money. They’re patient, thorough, and genuinely invested in their clients. I’m so grateful to work with them! Highly recommend. – Jennifer Anderson
REVIEW #2 – My partner and I have enjoyed with working with Jenni this year. She’s helped us grow our financial literacy and get our financial house together, and it’s been tremendously valuable, both strategically and tactically. She developed a clear financial plan for us, and during our time together we took many steps to bring our financial world into alignment with how we live and what we want. I really appreciate the energy and enthusiasm she brings to her work. – Carl Tashian
REVIEW #3 – I have never really had a financial education, and having ADHD has made it difficult for me to learn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough. – Joelle Schwartz
REVIEW #4 – I reached out to Jenni when I was making the transition to becoming self-employed. I was feeling overwhelmed managing my finances and felt like I was not doing a good job budgeting or saving. Jenni has been so easy to work with. She helps me simplify the process and really takes the time to talk through things so I’ve been learning a lot. The regular 1:1 meetings are so helpful for me. I feel much more confident working with her than my previous bank and trust that she’s helping me to invest my money in a way that aligns with my values. – M Rothstein
REVIEW #5 – I enjoy working with Jenni because she’s in a similar phase of life and can relate to my family’s financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She’s someone you can trust, and we highly recommend her. – Karen Dorsey
REVIEW #6 – My partner and I have been working with Jenni for the past year and a half and have had a great experience. Neither of us had ever worked with a financial planner before and didn’t really know where to start. In our time working with Jenni, she really helped us to figure out our goals and then start taking action. It’s also great to have her for all of the one-off questions we had around company stock and tax questions.
Jenni is unique because she comes from the tech industry, so she understands our careers and the work culture. I appreciate that she’s a fiduciary, so she works in our best interest and is not trying to sell us anything.
My partner and I highly recommend working with her, especially for anyone coming from tech or new to financial planning. – aiden Forrest
REVIEW #7 – My partner and I have been working with Jenni for over two years now and have loved working with her. We first met when we were wanting to carve out a new plan for our financial future and didn’t know where or how to start this process. We wanted more freedom in our lives to potentially live abroad or have one of us not work, but we didn’t know if this was financially feasible and didn’t have any confidence in making decisions in this area. We also wanted our money to be more aligned with our values and invested more in organizations we cared about. Jenni had us come up with our own values statement about what we are hoping money could support doing in our lives, to live our best lives. She refers to that often, making sure our financial work is aligned with our social and spiritual priorities. This is something quite unique and we feel sets her apart. Our work with her has been life changing. She is highly engaged, thorough, a clear communicator and 100% committed to your success, as you define it for yourself. We highly recommend her services! – Janet Austin
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