4 Best Gold IRA Investment Companies Near Me in Pasadena, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Fidelity Investments
ADDRESS: 123 S Lake Ave, Pasadena, CA 91101, United States
NUMBER: +1 800-638-0620
SERVICES: Financial planning, Alternative Investments, Investment Strategies, Saving & Investing, Small Business Retirement Plans, Gold IRA Rollovers
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 – I appreciate Fidelity Investments. I experience integrity and collaboration as core firm and location values. As a firm and over the course of my long-term relationship with this location, I have been treated professionally every time. They are accessible and helpful within the context of my long-term plan. They are clear, direct, and easy to work with. I also love the location. 5/2023, I want to update my review to thank Fidelity. Christopher and team at 123 S. Lake Ave, Pasadena, CA were kind, attentive, efficient, and effective helping me, family members, and friends. I continue to highly recommend. – AConsideredMoment
REVIEW #2 – I normally don’t write reviews but I had to talk about the excellent service I received at Fidelity today. I ran to Fidelity to open a traditional IRA and was greeted and helped by Dillon. He was extremely helpful, patient and kind. As I couldn’t get there until 4:30pm and the office closed at 5pm, he offered to stay until 5:30pm and ended up staying until 6pm to explain the whole process to me and help me turn in my paperwork that was time sensitive. Thank you, Dillon! Fidelity and it’s customers are lucky to have you! – Vanessa Kelly
REVIEW #3 – Alexi was very patient with me and my girlfriend. Guided us through the process of opening a joint account. We were fortunately in and out in 10 minutes. – Anthony Martinez
REVIEW #4 – Great customer service. Sometimes a bit of a wait but every transaction and order has always gone smoothly in the rare occasions I’ve had to come in. Overall, pretty good experience across the board with Fidelity these past 20 years. – M Wins
REVIEW #5 – The People are Welcoming but not very knowledgeable about the subject they do business in unfortunately. But I only went as high as the manager so it’s nothing personal and now I am better informed about what they can do and trade as a 7series brokerage…. It’s clean and a lot bigger than it looks when you first come in. They have a great Espresso machine and very nice and didn’t make any funny comments about what I was trying to do and informed me about what their scope is as a brokerage. – Christopher Gary Freel
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WealthArch Investment Services
ADDRESS: 1122 E Green St Suite 206, Pasadena, CA 91106, United States
NUMBER: +1 626-888-2314
DESCRIPTION FROM BUSINESS: Give your financial future the attention it deserves with WealthArch Investment Services. We offer an alternative to Wall Street giants with personalized service catered to your needs. As a licensed fiduciary advisor, we operate with your best interest in mind. Your satisfaction is a priority to us, and it’s backed by our fiduciary guarantee…
STORE HOURS
| Mon | 6:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 6:00 AM – 5:00 PM | |
| Wed | 6:00 AM – 5:00 PM | |
| Thu | 6:00 AM – 5:00 PM | |
| Fri | 6:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Earl is my perfect financial advisor. He is independent, smart, and does his homework. He is constantly reading, researching, and analyzing companies and determining their real worth. His financial knowledge is wide-ranging and always current. He is ethical and keeps regular communication going, and will be able to answer almost any question with historical perspective and his reasons for specific strategies. His strategies are tailored to my risk tolerance, while he makes sure I understand why we stick to the plan and not give in to my emotions. I have been with him for 8 years and things are going well. – Thomas Hillman
REVIEW #2 – When I retired several years ago, I was looking for someone to help me with my financial planning..
What Earl offered was what I needed the most – an independent advisor, not associated with any investment firm, since I had a bad experience with a commercial financial planner previously.
Earl provides a clear strategy for my personal situation and is careful in his decisions. He is extremely knowledgeable and can answer any questions with details.
Over the years I have come to trust his good advice on all my financial matters. I highly recommend him if you are looking for a solid financial advisor. – Thao Trinh
REVIEW #3 – Earl has been my financial advisor for the past 10 years. I find Earl to be extremely trustworthy, hard-working, and competent. He is very good at communicating his strategy and providing ongoing commentary and analysis. He is always willing to answer questions and provide whatever support or assistance I may need. In addition to all this, the performance of my portfolio has been very good, while at the same time not exposing me to undo risk. I would highly recommend you have a discussion with Earl if you’re looking for a financial advisor – he is one of the best. – Arthur Oliveira
REVIEW #4 – Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs.
He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. He’s not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine.
I’ve always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right.
It’s also important that someone has skin in the game and Earl’s own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust.
All in all, I’ve been very happy and impressed. – Adam Cheung
First Financial Consulting
ADDRESS: 517 S Lake Ave, Pasadena, CA 91101, United States
NUMBER: +1 626-844-4630
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Assets Under Management, Pension Plans, Retirement Planning And Investment, Retirement Plans, Retirement Programs
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 – Highly recommend this company and Greg specifically! When it comes to investment and a tailored money management plan, his highly analytical and strategic mind creates a plethora of options that he thorough explains the pros to and risks (if any) associated with. He truly listened to and sought to fully understand our long-term objectives and helped us craft a plan to maximize our investments. – Sarah Armstrong
REVIEW #2 – Started working with Greg about 15 years ago. He got us through the kids’ education, several life changes, and we are now very comfortably retired. He is helpful, knowledgeable, and effective, and on top of all that he’s a really nice person. Highly recommend. – Janet Michal
REVIEW #3 -I appreciated his objective approach. It was great to meet with Greg because I left understanding my options truly for the first time in my life with what I could do with my money. He explained thing thoroughly and I feel that I made the best decisions for me and my children. I found be refreshingly objective in the pros and cons of each option and did not feel pressured. – sandra beck
REVIEW #4 – We have worked with Greg for about 15 years. Greg takes the time to understand our needs and our style of investing/communication. He has also helped us get in contact with other trusted advisors in the area. – Jay Matheson
REVIEW #5 – I can safely say, after meeting with the First Financial Consulting team, I wouldn’t feel comfortable entrusting any other firm with our financial future. Unmatched knowledge and expert help. So thankful for this team! – Abby Fredrickson
REVIEW #6 – We went to First Financial with some much needed investment management work and we couldn’t be happier. Highly recommend their fiduciary approach. – Michelle Anderson
Lake Avenue Financial
ADDRESS: 301 N Lake Ave #830, Pasadena, CA 91101, United States
NUMBER: +1 626-689-2012
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Nothing but great things to say about Lake View Financial. Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accessible to me and easy to reach, whether it’s through email, phone call or video call. I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services! – jazmine jimenez
REVIEW #2 – For over 10 years Alex and Rosa Chalekian have been my families financial advisors. Alex has always responded in a timely manner to all calls and emails with the many questions I have posed.. Alex is always straightforward, knowledgeable and honest in the information and guidance he has shared. In our last lunch meeting I shared that I am a visual learner and he took the chop sticks off the table and showed me how the growth of my investments are moving… we laughed but I appreciated the time he took to break it down for me… in addition my 30 year old daughter who has investments with Lake Financial, how financial advisors should do business.. Rosa also shared advice to my daughter from her financial knowledge and her experience as a mother. Thank you Alex and Rosa! – Marilyn Young
REVIEW #3 – Alex, Rosa and Lake Ave financial have been taking care of my family and I for three generations now. Recently, I had some financial challenges and Alex presented a solution that was workable and made me feel like I was in control again. I am ever grateful for their counsel. – Laura Enriquez
REVIEW #4 – I recently had the opportunity to work with Rosa and Alex my financial advisers. Working with them has been a rewarding experience. They not only helped me clarify my financial goals but also provided the guidance and expertise necessary to achieve them. This partnership has been instrumental in setting me on a path toward financial security and peace of mind. I highly recommend seeking out their knowledgeable and trustworthy financial advisers for anyone looking to enhance their financial well-being. – Veronica Carbajal
REVIEW #5 – Alex and Rosa are the friends you’ve always wanted, who also happen to be savvy financial advisors. They are both thoughtful, kind and helpful. My husband and I couldn’t be happier that we’ve started working with this dynamic duo! – Winnie Lau Switalski
REVIEW #6 – I cannot begin to tell you how incredibly wise, competent and generous this financial advisor is, Alex Chalekian. We have had a top-notch experience at Lake Avenue Financial and completely trust Alex and his team to handle our family’s finances. Working with money and finances can be extremely stressful and he has made our life so much easier by his effective, comprehensive and supportive counsel. We are so grateful to him for financial wisdom and counsel and to our family member who referred us to him. – Carla Sameth
REVIEW #7 – I highly recommend Lake Avenue Financial. Alex, Rosa, and their team have been wonderful to work with. I have peace of mind knowing my financial portfolio is being handled with care. They’re always available to answer any questions or concerns I may have while keeping my best interests at the forefront. It’s nice to have an advisor who listens to what matters to me and gives me guidance on how to proceed confidently. – Shabana Siyed
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