4 Best Gold IRA Investment Companies Near Me in Pleasanton, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Mirador Capital Partners
ADDRESS: 6700 Koll Center Pkwy #230, Pleasanton, CA 94566, United States
NUMBER: +1 925-621-1000
SERVICES: Personal Investments, Planning And Investment, Estate planning, Financial planning, Investment advising, Wealth management, Advisory Services, Asset Allocation Strategy
STORE HOURS
| Mon | 7:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 5:00 PM | |
| Wed | 7:00 AM – 5:00 PM | |
| Thu | 7:00 AM – 5:00 PM | |
| Fri | 7:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been with Mirador since 2018 and I am so glad that I made the switch. What I appreciate is the time spent helping me understand things, the way that they inquire about what is important to me, the perspective that the effort is about helping one another and the confidence I feel after each interaction. I appreciate the whole team and I am grateful to have Carol as part of my support system. – T W
REVIEW #2 – I do not have enough words to describe the care and concern that the Mirador team give their clients! They listen and help make the best possible decisions, and they are beyond smart with the investments they choose. I did recommend them to many friends, and will continue to do so. Thank you!! – Monica S
REVIEW #3 – I feel very supported by Mirador. Don is extremely knowledgeable and communicative. And the team is always available to answer questions, make suggestions and work to help you understand and enjoy the whole investment process. Also love the warmth, friendliness and caring of the entire team. – Gayle Peterson
REVIEW #4 – Don and his support group at Mirador work extremely hard to keep us informed and market conditions and their strategy for handling our money. Since we moved out of the area we cannot pop in for a meeting at their office but Don is always willing to set up a zoom call to address any questions or concerns we have. – Melissa Hamilton
REVIEW #5 – I want to especially commend Daniela Palma (aka Dani) for her persistent, diligent, professional work on an asset transfer. Obstacle after obstacle tossed in her way, and she cruises over them with ease! Much appreciation!
This in addition to the years of solid advice and management from Carol and all the others at Mirador. Couldn’t ask for better. – Doctor Moss
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Sierra Pacific Private Wealth, LLC
ADDRESS: 7077 Koll Center Pkwy #120, Pleasanton, CA 94566, United States
NUMBER: +1 925-223-8868
SERVICES: Estate planning, Financial planning, Investment advising, Retirement-related financial consulting, Wealth management, Comprehensive Financial Planning, Retirement Planning
STORE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We recently started working with Janet and team at Sierra Pacific Private Wealth. The consultation and onboarding support is amazing. We feel Janet and team put in every possible effort to get to know us better, know our financial needs and goals, time to time guided us on every aspect of the journey and expected outcomes. The best part was their availability as we are busy working couple and could not attend the meeting in regular business hours but the team prioritized our time and almost every meeting we had was after business hours. We are super exited to have join Sierra Pacific Private Wealth family. – Jaldip Modi
REVIEW #2 – We recently started working with SPFA on managing our investment portfolio after an initial financial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet’s team is prompt and thorough in its work and I’m expecting my portfolio to do well and thrive in the years to come under her stewardship. – Ananya & Saikat Paul
REVIEW #3 – After being long-term clients of other financial advisors, large and small, my husband and I sought out a local NAPFA firm to gain more personal attention in financial planning as well as portfolio management. When we met with Sierra Pacific Financial Advisors we immediately noticed a difference from other firms we’d worked with and interviewed. They were very thorough and attentive to our particular financial situation and offered plans and strategies that suited our near-term and future needs. As Sierra Pacific Financial Advisors clients we feel confident of our financial future and look forward to their continued guidance during up and down market conditions, through upcoming life changes, and future retirement. – Carolyn Chan
REVIEW #4 – I have been a client of Sierra Pacific Financial Advisors in Pleasanton for several years now and have received extraordinary service. My Personal Finances are critical to my future as well as my children’s future. So finding an advisor with whom I could trust was extremely important. Janet and the team at SPFA are knowledgeable, experienced and organized professionals. While being very Responsive and Effective. Feeling in control of your financial future is something you must experience to appreciate. I owe that in large part to SPFA. Thanks to everyone at Sierra Pacific Financial Advisors, I’m now very comfortable with my future finances. – Tom
REVIEW #5 – I recently had the pleasure of speaking with Janet Zheng Wan from Sierra Pacific Advisors in my search for financial guidance. While I initially reached out to schedule a consultation, Janet went above and beyond by providing an impromptu phone consultation. Despite my initial intention to schedule a consultation, she offered valuable insights and advice without any expectation of any immediate commitment or compensation. It was evident that her primary focus was on understanding my needs and providing assistance rather than pushing for a quick transaction. – Marc Rico
The Tri-Valley Group – Morgan Stanley
ADDRESS: 4309 Hacienda Dr Ste 200, Pleasanton, CA 94588, United States
NUMBER: +1 925-730-3859
DESCRIPTION FROM BUSINESS:
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 – 4 years ago, I decided it was time to roll over an old work 401k, but I wasn’t sure who or what company I wanted to work with. Through my friend network, I found Bryan Furlong. His knowledge, professionalism and communication really impressed me, so I decided to go with him. Best financial decision I’ve ever made!
4 years later, I’ve seen huge growth in my 401k and since that time I’ve had Bryan manage other aspects of my financial portfolio. Now I see why Bryan has clients that have stayed with him for 30+ years. Without a doubt, I would recommend Bryan to anybody looking for financial planning and guidance. – Mark Martin
REVIEW #2 – My wife and I have been clients of the Henley Furlong Group for 25 years. Their attention to our financial needs have been exceptional. They always provide expert advice regarding our financial planning. Our accounts are monitored on a regular basis, and our portfolio has grown steadily over the years. The Henley Furlong Group is very professional, and knowledgeable about current trends in the stock, bond, and the other financial markets. We highly recommend the Henley Furlong Group. – Sheldon Schwartz
REVIEW #3 – After years of being in the tech world and having my 401K managed by strangers, with nothing but a talking head telling me what their analysts predict (but they don’t know why) and stuck in mutual funds while these tech giants were killing the market, I was frustrated.
This happened to me several times over and on the recommendation of a friend I transferred the bulk of my 401 into an IRA under Bryan. We discussed goals and I wanted to be aggressive. That’s not for everybody but I was tired of the timid investment strategies of others who had no real vested interest in me.
Bryan and I talked about key positions, and we put a plan into action and I have been very pleased since then. There is no one I’d rather trust my money and my retirement with than Bryan. – Spencer Clark
Charles Schwab
ADDRESS: 6200 Stoneridge Mall Rd Suite 100, Pleasanton, CA 94588, United States
NUMBER: +1 925-875-5520
SERVICES: Personalized Financial Plan, Retirement Planning, Retirement Strategy, Investment Advisors, Individual Retirement Accounts, Defined Benefit Plan, Defined Contribution Plans, Retirement savings consulting
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 – Jacob was outstanding. Had to show up in person because my 401k rollover check could not be processed online. The online customer service team lagged on it for 2 weeks before finally advising me to drop by a local branch. I was skeptical but I drove over… then was pleasantly surprised at how smoothly it went. This team knows what they’re doing!- Gary DeBerry
REVIEW #2 – Very convenient branch. Extremely knowledgeable staff. Always a positive experience when I can’t do something on the app or on the Schwab website. – Justin Showalter
REVIEW #3 – I had quite a bit of difficulty getting a hold of anyone at the branch initially with no option to leave contact information so someone could get back to me. However, after managing to schedule a consultation, I had a good conversation with an advisor, and felt much more confident about my ability to make investment decisions that aligned with my goals. – Adam Anderson
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