4 Best Gold IRA Investment Companies Near Me in Roseville, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Diligence Wealth Management, LLC
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ADDRESS: 2530 Douglas Blvd STE 170, Roseville, CA 95661, United States
NUMBER: +1 916-905-7526
SERVICES: Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, 401(k) Rollovers, Asset Allocation
STORE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I recently had the pleasure of attending a presentation by Liz Daffner, and I was incredibly impressed. She explained complex financial topics in a way that was easy to understand and genuinely engaging. It’s clear that she’s extremely knowledgeable and passionate about what she does. Beyond her expertise, she was kind, approachable, and took the time to answer every question thoughtfully. I left feeling much more confident about my financial goals. I would highly recommend Liz Daffner to anyone looking for trustworthy and professional financial guidance! – Olga Matviyenko
REVIEW #2 – I cold called Liz about the state of my finances (retirement) and she was kind enough to take the time to have an extended conversation with me. She was very knowledgeable and understanding and gave me practical advice. I love her pragmatic attitude and can’t say enough about how nice it was just to talk to an expert without any expectations beyond the conversation. I am not working with her currently but may be soon after this — Thanks Liz .. – Greg Vaughan
REVIEW #3 – We’re so grateful to Liz Daffner for helping us plan our retirement! Our first call was just 20 minutes and totally free, and she really took the time to get to know our financial goals, what we’re hoping to do with our lives, and any worries we might have about the future. After that, she sent us a questionnaire to gather more details about our financial situation.
Once we filled out the questionnaire and sent in our financial statements, we had a face-to-face meeting with her. Liz is super professional and really personable in person. She was able to explain our complicated financial situation in a way that was easy for us to understand. With her information, options, and expertise, we feel empowered to make informed decisions about our future. During the meeting, Liz showed that she genuinely cares about our future financial health.
Thanks to Liz, we now feel more confident and excited about our retirement years.
We would wholeheartedly recommend Liz to anyone looking for a trustworthy, skilled, and compassionate financial advisor! – Merivel Tucker
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Parkshore Wealth Management
ADDRESS: 341 Lincoln St, Roseville, CA 95678, United States
NUMBER: +1 916-520-6420
SERVICES: Retirement Plan Services, Private Wealth Management, Investment Portfolios, Investment Strategies, Investment Advice, Retirement Accounts, Investment Guidance
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 – I’ve known Anton for years and have always been very impressed on his knowledge for everything investment. I really enjoy the weekly “up dates” and how accurate and real time they are. Highly recommended. Great people to have in your corner. – Theresa Kinane
REVIEW #2 – Absolutely love the insightful weekly emails about the market and impacts. Graphs and charts that are simplified and explained and, different than other emails I’ve received that have a tone of insight if FOMO, that urge or beg the reader to “do something now or else!”, or worse, to BUY something!!
Rather, the emails from UpCapital strive to teach and educate the reader by offering real, up to date data, explaining what it means, and weaving in personal experiences that just being it all home. Easy read and often read. – JD Christiansen
REVIEW #3 – The advisors are so well informed and not pushy. They present with as much objectivity fact based patterns and let u make your decisions. – Robert Young
REVIEW #4 – I can ALWAYS count on Anton’s wisdom and experience to help me manage my finances! – Carl Gronberg
REVIEW #5 – I have been with Up Capital Management and Anton Bayer for many many years. My experience with Anton Bayer and UP Capital Management has been nothing short of a great experience.
Through out our relationship there has been Up’s and Down’s within the Financial Market. Anton’s attention to either of these was very “Professional”. When the Market flipped back from a few of the down turns, our account rebounded with direction of Anton and Up Capital Management.
We enjoy the Monthly Market Updates and the incite that both and Anton
and Nyle Bayer have put into this information. Up Capital Management Staff has always been very helpful and will work eagerly to help where they can.
My wife and I are delighted that I was able to meet Anton and his family many years ago and were able to build a strong “Financial Relationship” – Michael Turck
Allworth Financial
ADDRESS: 2999 Douglas Blvd Suite 250, Roseville, CA 95661, United States
NUMBER: +1 916-787-4565
SERVICES: Retirement Accounts, Retirement Advice, Retirement And Financial Planning, Retirement Investing, Retirement Planning Guidance, Financial planning, Investment advising, Retirement savings consulting, Tax 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 – Allworth and our advisor Barbara Healy have been the absolute best in class for years now. Barbara does and excellent job of keeping us updated on the progress of our retirement and takes create care and effort into providing education for my wife for when she is in charge of the finances in later years. Could not be happier or more grateful to have such an amazing team supporting us. – Joseph Settanni
REVIEW #2 – We could not be more satisfied with our experiences at Allworth. Laurie and the team are fantastic, and the Allworth philosophy aligns with ours 100%. We look forward to a long and fruitful relationship. – Todd Lawson
REVIEW #3 – I have had an amazing experience with Lauren Williams! She has helped my mother and I diversify our portfolios as well as given very helpful financial advice. I have been using her for many years and appreciate the care and knowledge she puts in to all of her recommendations. Highly recommended! – Byron Walker
REVIEW #4 – Fantastic!! Lauren is amazing. She listened to our millions of questions, not matter how goofy & was kind & fully addressed our concerns. After working 40 yrs, she’s helping out Retirement income WORK for us!!! Oh, Lauren works out of the Roseville office. 🥰🥰🥰 – Marianne Crosby
REVIEW #5 – We were referred by a family member and have appreciated their services. Although it’s not always what we want to hear, we have been given advice that was in our best interest and helpful for planning for our future. Can not recommend them enough! – Sarah Silva
Bangerter Financial Strategies, Inc.
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ADDRESS: 1380 Lead Hill Blvd STE 180, Roseville, CA 95661, United States
NUMBER: +1 916-965-1879
SERVICES: 401K or Other Pension Rollovers, Alternative Investments, Retirement savings consulting, Retirement-related financial consulting & 401k, 405B, 457 Professional 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 – Working with Andrew Kraffert-Gora at Bangerter Financial Services has been one of the best financial decisions I’ve ever made. From day one, Andrew made me feel completely comfortable — he really listened, asked thoughtful questions, and explained everything in a way that made sense.
He never rushed me or used confusing financial talk — just honest, practical advice that truly fits my goals. I feel more confident about my finances now than I ever have, and that peace of mind is priceless.
Andrew is not only incredibly knowledgeable, but also kind, patient, and genuinely cares about his clients. I can’t recommend him enough — if you’re looking for someone you can really trust with your financial future, talk to Andrew! – Barbara Kraft
REVIEW #2 – I have worked with Andrew Kraffert-Gora on both a 1031 Exchange and a normal reinvestment. He is extremely knowledgeable and bent over backwards to arrange multiple Zoom sessions with various Investment officials. Not only was he helpful in finding answers in both areas but he made me feel validated as a person in the process. You couldn’t ask for someone more knowledgeable or helpful. – Virginia Cone Tammen
REVIEW #3 – So far, so good. I’m working with Andrew Gora. He’s very financially literate and knowledgeable. As for finding a good fit for investment vehicles is a rather time-consuming endeavor Andrew has spent a lot of quality time with me. I’m hoping to get great results before the end of 2025 and into 2026. I will most likely write another review after the dividends stream into my CitiGold account. I would highly recommend Andrew for no pressure sales & for gaining investment knowledge. – Rob G
REVIEW #4 – Very professional group. I worked with Gaston Escudero. He is very knowledgeable in DST’s and other financial products. Gaston helped me every step of the way to complete my 1031 exchange in a timely manner. He gave me so many options and put me in touch with top executives of several companies to gain more insight about their offerings. I would definitely recommend him and his group. – Shawn Namdar
REVIEW #5 – When I decided to retire, being self employed, I needed to make a lot of financial decisions. I had no 401k or retirement plan set up. A friend told me about Gaston and Bangerter Financial. He had properties to sell (as I did also) and we both had the same question. What about capital gains? I had heard of the 1031 exchange way to go, but I did not want to be a landlord! After all, I was retiring and did not want to worry about people not paying their rent, turning into squatters, constantly repairing things and God forbid trashing my homes! The rent income from my homes WAS my retirement money to live on. So I had be careful and be smart. When I heard about DST’s as a way to receive a 1031 exchange and not pay capital gains! I was thrilled! It gave me more than enough to live on and kept my original investment to pass on to my children. And Gaston handles it all for me. Although I was skeptical at first since my whole life depended on this investment, I soon began to trust and rely on Gaston. The payments have come exactly as Gaston had promised and I have the peace of mind of not worrying about it. That’s what retirement should be. I have been able to travel, spend time with my family and friends and enjoy my new chapter in life! Thank you Gaston! I’m going to adopt you! – Linda Renard
REVIEW #6 – My husband and I are so thankful that we found Gaston Escudero and Bangerter Financial Services! We are 1031 exchange newbies, and Gaston’s guidance and knowledge was invaluable as we navigated into the world of DST investments! He was very generous with his time, patient with all our questions and made us feel like valued clients! We are now proud owners of 2 DST investments, and highly recommend Gaston and Bangerter Financial Services! – Debbie Morris
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