4 Best Gold IRA Investment Companies Near Me in Oceanside, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
First Command
ADDRESS: 4167 Avenida De La Plata #102, Oceanside, CA 92056, United States
NUMBER: +1 760-631-8300
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Asset Management, Brokerage Services, Financial Coaching, Income Planning, Individual Retirement, Investment Accounts, Investment Adviser, Retirement Planning
OFFICE 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 – 10/10 would recommend. Extremely knowledgeable and transparent. Through these characteristics, First Command relieves a lot of anxieties about the biggest stressor in life…finances! First Command makes it clear that financial burdens are not only fixable, but it’s effortless as well. I now understand it’s never too late and todays effort is worth while. I always recommend these professionals. – matthew oboyle
REVIEW #2 – First Command is a trustworthy company which provided our family the financial guidance and direction to achieve our desired lifestyle goals. First Command crafted both a near-term and long range family plan to ensure our family’s financial security. We have a highly qualified team of experts supporting us to address our family’s financial need.
Nick Gilewitch and his office offer us personalized and expert advice to address any and all financial situations. We are forever grateful to Nick and the rest of the First Command Team who have set us up for success in all our financial matters. Thanks so much Nick and First Command! – Cynthia ValentinREVIEW #3 – My family has been using First Command’s resources and financial planning guidance since the early 90’s. They have always been reliable and earnest in helping us plan and build a good foundation for a better future for our family! After I joined the Marine Corps, I knew from my parents’ experience that First Command would be the place I would trust my future with. Kelly here at the Oceanside Branch has since helped my husband and I invest in our family – with managing an AMS account, a mutual fund, whole life insurance, and even navigating us towards max benefits from our TSP accounts. I truly feel Kelly has set us up not just for ourselves – but also for our future children and their futures! She really helped build a secure plan for us – and on top of that, Kelly went above and beyond in helping us win the bid on our dream home! I never thought in this lifetime that we would be able to purchase a home of our own, (and certainly not in my twenties) – but seriously, she was totally the MVP in making it happen. I highly recommend asking for Kelly, especially if you are new to investing and financial plans – she’s a great educator on the subject – but even if you are seasoned in the stock market, I still recommend coming in for that initial free consultation. Kelly will be totally committed to your goals and wants, and will share with you all the tools and insight you need to make that happen – regardless if you plan to continue with First Command. Her mission is to help as many people as possible reach their financial and life goals! She absolutely leads by that mantra, and her character is unmatched in its selflessness and work ethic – she will stay up at night with you to make sure you are set for success. Kelly rocks! Thank you, First Command! – Mara Belle
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First Command Financial Advisor – Adam Creel
ADDRESS: 4167 Avenida De La Plata #102, Oceanside, CA 92056, United States
NUMBER: +1 760-631-8300
OFFICE 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 – Seriously changed our lives. We’ve been with Adam for almost a year and a half and he has completely changed our finances and got us on a long term sustainable track to future success. I cannot squeak enough about Adam, he is empathetic, and so professional and is seriously an amazing partner to have in our corner! Could not recommend him enough. – Elena Vega
REVIEW #2 – Adam is a great advisor! He gets straight to the point and gives great advice on how to manage your finances for retirement. He also gives personal experience to demonstrate you are not alone. Highly recommend. – Gisela Flores
REVIEW #3 – Adam is very knowledgeable and patient. He takes the time to answer all your questions and will explain things in a way that’s easy to understand if you’re having trouble. He’s kind, professional, and truly cares about helping his clients. My husband and I are so grateful for his help with our finances. He sat down with me and helped create a plan to pay off my debt. I highly recommend Adam as a financial advisor! He’s always available if you have any questions! – Patricia Bamburg
REVIEW #4 – Adam and his team did a great job explaining the process and investment breakdown. In the past I had not considered using a financial advisor and was simply relying on TSP and mutual funds for retirement. Adam changed my mind, glad to be a client. – Eric Jackson
REVIEW #5 – I’ve been working with Adam as my financial advisor, and I couldn’t be happier with the experience. He’s incredibly knowledgeable and takes the time to explain everything in a way that actually makes sense. What really sets him apart is how approachable he is. I always feel like my questions and concerns are taken seriously.
On top of that, Adam is consistently available and responsive, which gives me a lot of peace of mind. It’s clear that he genuinely cares about his clients and wants to help them succeed. I highly recommend him to anyone looking for solid financial guidance and someone they can truly trust. – Salvador Flores
First Command Financial Advisor – J Kelly Olson, PhD
ADDRESS: 4167 Avenida De La Plata #102, Oceanside, CA 92056, United States
NUMBER: +1 760-631-8300
OFFICE 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 – I am so thankful that my Financial Advisor from Colorado sent me to Kelly. She is very confident in what she does and she loves to teach new information. I’ve learned more and more from each appointment and can really see how much she cares about her clients. Each and every time I see Kelly it has a meaning to it. It’s not just paperwork and signing. With me being so young and having goals, Kelly helps me go step by step with every single thing want and need. I would 100% recommend her to anyone that decides to go with First Command!! – Madison Ochoa
REVIEW #2 – Working with Kelly has been an amazing experience. Her dedication to teaching clients about financial literacy and setting them up for financial and literal success is unmatched. She’s always flexible and willing to change her own schedule in order to ensure the comfortable relationship between herself and her clients and their families. I’ve been with First Command for just over half a decade and have had nothing short of an awesome relationship as a whole. – Justin Green
REVIEW #3 – Kelly has been incredible to partner with in our financial journey. She takes a hands on approach and teaches in depth to help you truly understand the why. She has enabled us to have deep conversations and vision for our life. She is slow and methodical and builds you to feel empowered. Unlike advisors who just check the boxes, Kelly has taken a personal investment into our lives. We are so grateful for her! – Jordan Thorp
REVIEW #4 – Kelly is an amazing financial counselor, Working with her has honestly been a great experience. From the start, she really took the time to get to know me, not just my finances, but what I actually want out of life, and built a plan that feels realistic to me.
What I appreciate most is how easy they are to talk to. They explain things in a way that actually makes sense, without all the confusing jargon, and I never feel judged for asking questions. It feels more like having a trusted guide than just a financial advisor.
I’ve definitely become more confident and organized with my money since working together, and I feel like I finally have a clear direction. I’m really grateful for her support and would absolutely recommend her to anyone looking for someone who genuinely cares. – Luis L
REVIEW #5 – Kelly Olson provides a structured and client-focused approach to financial advising through First Command. She is particularly attentive to building long-term financial strategies, emphasizing disciplined saving, risk management, and goal-based planning. Her communication style is clear and patient, making complex financial concepts easier to understand for clients who may not have a strong background in finance.
One of Kelly’s strengths is her commitment to personalized service. She takes time to understand each client’s financial situation, including their career stage, family needs, and long-term objectives. This tailored approach helps create plans that feel practical and achievable rather than overly generic.
Overall, Kelly Olson is a dependable and attentive financial advisor who is well-suited for individuals looking for disciplined planning, especially those early in their financial journey or seeking long-term stability. – Krista Broude
First Command Financial Advisor – Nick Gilewitch, RICP®|CMFA™
ADDRESS: 4167 Avenida De La Plata #102, Oceanside, CA 92056, United States
NUMBER: +1 760-631-8300
OFFICE 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 – I had the true pleasure of meeting Nick last week for a meet and greet since my girl retired. I was really apprehensive about meeting him because I had Erin Gulliksen for over a decade. I don’t do well with change but the moment I entered the First Command office I was greeted with the friendliness as if he had known me for years. He was very patient with me and answered my questions without talking down to me …
I am very excited and looking forward to having a long and successful journey with him. So if you are looking for someone to guide you through the financial challenges facing us these days I would highly recommend Nick Gilewitch for all of your financial needs. Once again Nick
THANK YOU SO MUCH!!! – Mary Beth Patrick
REVIEW #2 – It was a pleasure meeting Nick last week via Teams. He fully explained our financial status and recommended possible changes as we get closer to dealing with RMDs in a couple of years. He has a genuine interest in our financial journey to ensure everything is going as planned. Being a veteran himself he also provided valuable information in how to obtain a higher rating with VA Disability Benefits. First Command is great company that has allowed us to reach our financial goals now and into the future of our retirement journey. – Ron Villapando
REVIEW #3 – I have enjoyed working with Nick and appreciate his professionalism and the knowledge he shares. He does an excellent job of explaining how my portfolio is doing and what my best options are if I need to make any changes. We are very pleased with him and his staff. – Danny Savory
REVIEW #4 – My financial planner at First Command, Nick Gilewitch, has managed my financial portfolio extremely well. It has made my retirement very secure. Without the team that Nick has put together, I don’t know that I would’ve been able to retire earlier than expected. I have been following the advice of First Command and their team since the late 1990s and I couldn’t be happier. I highly recommend Nick Gilewitch and his team at First Command to anyone who is looking to build a financial portfolio that will sustain you and your family throughout your retirement. – Loman Poarch
REVIEW #5 – Nicholas has been very active and helpful. His guidance is insightful and backed by experience and sound financial data. We have been very happy with Nicholas and First Command Financial Planning and have been with them since 2001. – Corey Kimura
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