4 Best Gold IRA Investment Companies Near Me in Redding, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Bright Lake Wealth Management – Redding
ADDRESS: 1445 Victor Ave STE D, Redding, CA 96003, United States
NUMBER: +1 530-395-0202
SERVICES: Retirement Planning Advisors, Retirement Strategies, Retirement Financial Planning, Retirement Income Planning, Investment Strategy, Ira Legacy Planning, Retirement savings consulting, Tax planning, Wealth management
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 – The Team at Bright Lake inspire confidence in their investors ! The customer service is top notch! The team at Bright Lake have done very well for me for the last two years. Their investment strategies have performed above market trends. I have been extremely satisfied with the one-on-one attention. They make me feel important and that they genuinely care about their clients! I absolutely would recommend Bright Lake to handle investments and retirement services for any of my friends and family! – Dana Crouse
REVIEW #2 – Ted and his team always provide exceptional service. Staff is friendly and professional and you even get warm cookies! The fee concerned me at first, but Ted made much more for us than we would have on our own, more than making up for any commission. He also acted quickly to protect our assets when the stock market became volatile. Would highly recommend. – Linda Willis
REVIEW #3 – Both Ted and James Thatcher genuinely care. They are both very professional, respectful, listen and most importantly are manage funds exceptionally well for both my husband and I. I highly recommend Bright Lake again and again – SANDY MCKENNA
REVIEW #4 – Let me begin by saying the team at Bright Lake are exemplary human beings. Every single team member treats me like I’m the most important person in the world. They have proven to be trustworthy. No matter the size of your portfolio, give Bright Lake a call. – Judy Rucker Hanawalt
REVIEW #5 – The members of the Bright Lake office have always made us feel like we are “family” . They have been so helpful and willing to help us with our financial needs ! Easy to talk with and always understanding. They go “above and beyond” to help us financially get to be where we need to be. We are so grateful to have found them. – Annette Allen
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Stifel
ADDRESS: 2701 Park Marina Dr 2nd floor, Redding, CA 96001, United States
NUMBER: +1 530-244-7199
SERVICES: Personal Trust Services, Retirement Planning, Trust And Fiduciary Services, Wealth Management Plan, Investment Strategy, Investor Services
STORE HOURS
| Mon | 6:30 AM – 3:30 PM | |
|---|---|---|
| Tue | 6:30 AM – 3:30 PM | |
| Wed | 6:30 AM – 3:30 PM | |
| Thu | 6:30 AM – 3:30 PM | |
| Fri | 6:30 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I partnered with Courtney at Stifel several years ago to manage a portfolio of investments and help me understand the big picture of our family finances. Her communication regarding our progress and portfolio performance has been nothing short of stellar, I feel so supported and trust that she has our best interests at heart.
She is thorough and has taken the time to get to know my husband and I, ask about our financial goals, understand the lifestyle we want and guide us with expert recommendations that have changed our lives for the better. We know we’re positioned in the best possible way for our future and are so thankful for Courtney and her team at Stifel. – Teal Haggar
REVIEW #2 – So happy my husband and I found Courtney and Stifel! We were looking to find a new firm to handle our retirement and trust accounts. Courtney was highly recommended by friends, and business friends. She gained our trust, and her professionalism and knowledge gives us piece of mind. – Roberta Busher
REVIEW #3 – Courtney and her team made me feel comfortable right away. She was knowledgeable and explained things so I understood how my assets would be invested. She designed a portfolio which met our short and long term goals. But what I really appreciate is that they are responsive to me anytime I call and everyone helps out getting answers or processing paperwork. – Jeff K
REVIEW #4 – I wanted a financial advisor who listened to me… really listened. Who showed an interest in where I was coming from and where I wanted to end up. I wanted someone who knew that taking care of me would serve us both. I wanted someone who valued me as a client no matter the size of my investments. I found all of this and more with Courtney McElvain, at Stifel in Redding, CA. I feel comfortable asking her any question, no matter how rudimentary it may be. I don’t worry about being judged. And of course, most importantly, Courtney is a financial expert with an excellent track record, who was recommended by many people. I have joined their ranks and highly recommend her as well. – Justine Lehman
REVIEW #5 – As a business owner I was overwhelmed at the thought of planning for our retirement and procrastinated for years. Courtney made the process easy and stress free. She explained everything and answered all my questions. Not only did she handle our retirement planning, she also set up college savings accounts for our children. I’m relieved to have a financial planner I can trust and count on. – Kristi K. Davis O.D.
LPL Financial – Financial Advisor: Kevin Riley, CPFA
ADDRESS: 280 Hemsted Dr Suite 103, Redding, CA 96002, United States
NUMBER: +1 530-479-2229
DESCRIPTION FROM BUSINESS: Empower your financial future with our local expert financial advisors. Our seasoned professionals provide Shasta County with personalized strategies for wealth management, retirement planning, and investment solutions. Trust us to navigate the complexities of financial planning, ensuring a secure and prosperous tomorrow for you and your loved ones. Whether it is an old 401k, individual retirement account, a business 401k or even an inherited investment account. We will make sure to take the time to build a financial plan that benefits your investment portfolio.
STORE HOURS
| Mon | 7:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 4:00 PM | |
| Wed | 7:30 AM – 4:00 PM | |
| Thu | 7:30 AM – 4:00 PM | |
| Fri | 7:30 AM – 2:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been continually impressed by Kevin’s professionalism, knowledge, and integrity. Kevin is the kind of person who takes the time to truly listen and provide thoughtful, practical guidance. His strong work ethic and genuine care for others make him an outstanding financial planner. I would highly recommend him to anyone seeking trusted financial advice and support. – William Lingle
REVIEW #2 – Ive been working with Kevin for a few years and he is a great person to have on your side. Kevin is personable, knowledgeable and always available. He has helped me set up a Roth IRA for my wife and I. As well as setting up a SEP IRA for my business. Kevin has also sat in meetings with my CPA to ensure we were doing what was best for my needs and investment goals. It has a been pleasure working with Kevin and I will continue to do so. If you have any questions and need guidance with investing, then look no further! – Tino Alba
REVIEW #3 – Kevin is an amazing financial advisor! He really took the time to understand my financial goals, explained complex strategies in a way I was able to easily understand, and always available to answer my questions and concerns. He is so invested in his clients financial successes! Would highly recommend him. – Miranda Whitmer
REVIEW #4 – In a time when I felt like my investments were stagnant and I was merely a number to a large investment firm, Mr. Kevin Riley made a point to reach out to me lending a hand in putting my money to good use. His approach was subtle and welcoming while providing me the opportunity to engage without being forced. After a brief initial conversation, I genuinely felt his interest in wanting to help me grow my accounts. Mr. Riley took care of all communication with former investment companies and led the communication to ensure my funds could be rolled over without any delays or issues. I can confidently say I feel protected and optimistic knowing Mr. Riley is guiding me through the investment process because he’s shows genuine interest in my goals as well as my well being. – Jace Neugebauer
REVIEW #5 – Kevin is an outstanding financial advisor—knowledgeable, approachable, and genuinely invested in his clients’ success. He takes the time to explain complex financial concepts in a way that’s easy to understand, and his advice is always thoughtful and tailored to your goals. I appreciate his honesty, transparency, and consistent follow-up. With Kevin, you’re not just a number—you’re a priority. – Makenzie Gould
Wealthwise Partners
ADDRESS: 1930 West St, Redding, CA 96001, United States
NUMBER: +1 530-710-9473
SERVICES: Certified Financial Planner, Estate Planning, Investment Planning, Insurance Strategies, Certified Exit Planning Advisors, Family Wealth Planning
STORE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been so pleased to work with Wealthwise Partners. Our advisor, Courtney McElvain has done an incredible job of utilizing her market expertise and product knowledge. The level of engagement and communication has made our 10+ year time together such an enjoyable and prosperous experience. The Wealthwise team is trustworthy and dedicated to growing your financial wealth. I have recommended Courtney and her team to my family and friends which says it all. If you are looking for a trusted Wealth Manager and team look no further. – Anthony Espinosa
REVIEW #2 – Courtney has been so helpful with the planning of our future. She will always take the time to sit down with us and go over questions and/or concerns we have about our retirement. She provides detailed notes with the financial break down so we can understand it fully without feeling we’re all speaking another language. We feel very confident with Wealthwise and recommend our friends to contact them to at least have a conversation about their future. – Cheryl Catrucco
REVIEW #3 – Wealthwise Partners provides outstanding investment, retirement, and financial services with caring and a personal touch. They are hands-on and proactively engage their clients. They regularly provide information so their clients stay informed and can make informed choices. They are a night-and-day improvement over my previous financial planner and advisor. – Jon Jefferson
REVIEW #4 – Ann Marie and Courtney at Wealthwise are truly something special. They are incredibly knowledgeable when it comes to business, finances, and investments—but what sets them apart is how deeply they invest in you as a person.
They don’t just ask how much you want to retire with—they ask about your goals, your values, your family, and the legacy you want to leave behind. It’s a completely holistic approach that makes you feel seen, heard, and supported every step of the way.
If you’re looking for financial advisors who actually care about the why behind your numbers, Wealthwise is where you want to be. I’m beyond grateful to have them in my corner. – Abigail Peterson
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