4 Best Gold IRA Investment Companies Near Me in Sacramento, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Fidelity Investments
ADDRESS: 2277 Fair Oaks Blvd Suite 150, Sacramento, CA 95825, United States
NUMBER: +1 800-635-3441
SERVICES: Financial planning, Advisory Services, Brokerage Services, Investment Strategies, Saving & Investing, Retirement Plans, Retirement Accounts, Gold IRA Rollover Accounts, 401K Accounts
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 got an unexpected call from Jacob at this location. I have an account with Fidelity and wanted to take the next step into investing. I wanted to set up an appointment with a person to get the ball rolling and signed up with Jacob. He called me to confirm my investment amount and was helpful in calling a different number and getting help online. Jacob took the time to answer my questions and was very helpful and patient. Thank you Jacob for taking the time to reach out! – Sarah Franklin
REVIEW #2 – My husband and I have had nothing but the best service — first from Aaron F. and now Dave W. They are quick to answer calls, answer questions, and share their knowledge. We are both of retirement age (well, I’m almost there) and understandably more concerned these days with our investments — and the Fidelity experts make us feel like we’re in the best hands possible. Thank you! – Sally Averill
REVIEW #3 – Chris was great, took the time to stop and check for understanding because I am so not knowledgeable about these things and is really good for follow ups. Then the main office guys do the quarterly reports and calls to let you know where your money is going and how its doing. – Brandon Roots
REVIEW #4 – I am an American River College student who is majoring in business and I love Fidelity I am investing in CDs I love there online resources and information I am learning about wealth building it is a learning lab plus investing at the same time. I am building capital for the business I want to start some day. – hope hope
REVIEW #5 – Took care of me right away, and helped me open account and explained everything I needed to know. Very nice experience – Yvette Demonet
REVIEW #6 – I really appreciate all the hard work I get from fidelity investments. They provide a wonderful experience. Thank you – David Parsons
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Towerpoint Wealth
ADDRESS: 500 Capitol Mall #2060, Sacramento, CA 95814, United States
NUMBER: +1 916-405-9140
DESCRIPTION FROM BUSINESS: Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Retirement Income Strategies, Retirement income planning, Retirement planning
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’m really thankful to have found Joseph Eschleman and his team at Towerpoint Wealth. We knew we needed help figuring out the best way to maximize our nest egg, and plan for the future. Joe really helped us nail down our long term goals, and set up multiple investment accounts to support each one.
His assistant, Lori is also so kind and wonderful. She’s responsive and helpful in all aspects. They check in when there are changes in the market, and are always available for questions and reassurance. I also appreciate that, as a company, they give back and volunteer in the community. They really care about the community they serve, and it shows. I’m proud to be a client. Thank you, Towerpoint! – Ruth Harkey
REVIEW #2 – I’m thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth – and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step. Joseph and his team are quick to respond to all my questions, and after having experience with many other financial institutions/planners over the years, I cannot recommend Towerpoint Weath enough – I’ll never leave! – Katie Eager
REVIEW #3 – Since winding down and now retired we have moved nearly all of our stock portfolio and cash assets to Towerpoint Wealth and have found the transition convenient and easy. Joseph Eschleman and his team have been very informative and are managing our funds to allow for a balanced conservative growth. If you want to focus more time for family and retirement, we recommend Towerpoint Wealth to manage your funds. – Gerardo Calvillo
REVIEW #4 – We have been long-term clients of Joseph since before Towerpoint Wealth was formed, and been very happy with the advice and stewardship of our investments. Towerpoint has put together a great team that has found a way to be both personal and professional.
As we transition into retirement, we have enough confidence in Towerpoint Wealth to put our trust and financial future primarily in their hands. – Ron Allen
REVIEW #5 – We have had Joseph Eschleman as our financial advisor since before he founded Towerpoint Wealth. We have so much confidence in him that we would follow him anywhere. He and his team continually provide top notch service. They are extremely professional, knowledgeable and personable. Being a fiduciary, I know Joseph is ultimately concerned about growing our money yet maintaining our financial security. We know we can count on him and his team to always do what is in our best interest.
Joseph always stays in touch with us; keeping up with us and our personal situations, and keeping us informed of what is happening in the financial world. He calms us during the rocky times and celebrates the good times with us. We cannot recommend or thank Joseph and Towerpoint Wealth enough! – Michael Braswell
REVIEW #6 – I have been one of Joseph Eschesleman’s clients since I retired more than 15 years ago. He and his team have always impressed me with a sound strategy for my financial needs. In forming Towerpoint, he has brought in more professionals to handle all aspects of financial services. They are very knowledgeable and accommodating individuals. It’s always been my feeling that you can believe in a company that has loyal long-time employees and Towerpoint does. I would not hesitate to recommend the Towerpoint team..- Anna Henderson
Herrera May Wealth Management
ADDRESS: 100 Howe Ave #120s, Sacramento, CA 95825, United States
NUMBER: +1 916-235-8749
SERVICES: Financial planning, Wealth management, Advisory Services, Investment Advice, Investment Management, Retirement Income Planning, Retirement Accounts
STORE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Thomas May is the broker I chose after I swore “no more brokers.” I’m about to retire with that dreaded feeling that I’ll run out of money. Because my own approach to growing my investments wasn’t working, I reached out to Thomas with some skepticism after I saw an ad. His soft-spoken manner and willingness to listen to my concerns, and I mean I’m nervous now, impressed me. Truth time – I am not an easy client, but Thomas didn’t’ seem ruffled. He put together a retirement plan that for the first time gave me hope. I wasn’t surprised to read in his bio that he’s from the Midwest. My best friend is from Nebraska and my in-laws are from the Canadian Prairies. Midwesterners are my favorite people, not flashy but can get me laughing – and in Thomas’ case, trusting – faster than almost anyone else. I am deeply suspicious of brokers’ motives, and I loathe slick salesmen. Thomas is straight-up, and I am now confident that I can retire in two months and finally breathe. Thank you, Thomas! – Bronwen McGarva
REVIEW #2 – Working with Herrera-May has been fabulous! I had an introductory conversation with both Brent and Thomas where I felt they both really worked hard to understand me and had complimentary styles. After that Thomas and I met several times to go more in depth. The recommendations they came back with really felt bespoke and so carefully considered. Thomas took the time to explain not just what they recommended, but also why and why they DIDN’T choose other options. It really feels like he invests in the relationship with you and cares about finding the best solution for you as an individual. There was no feeling of boiler plate solutions or trying to force your situation into a mold. I really couldn’t recommend them more! – Stephanie Smith
REVIEW #3 – Thomas May guided me through getting clarification about my life insurance policy and making some benefit adjustments. He has been professional, helpful, courteous and available. It has been refreshing to have “in person” expertise and input. – Kathy Sowers
REVIEW #4 – I started consulting with Thomas and Brent in August 2024. I’d had financial planning assistance before, but I felt like I needed a fresh start after my wife and I separated in 2023. In our first meeting, they immediately impressed me with their knowledge and professionalism. I liked that after they asked questions, I could see they carefully listened to my answers, always taking notes and asking practical follow-up questions.
Not long after providing them with the details of my finances, they created a financial plan that was both comprehensive and written in a way that acknowledged my philosophy of personal finances as a means to an enjoyable lifestyle, not just a measure of professional success.
I know that finding someone to help with any kind of finances can be daunting, especially for people, like me, who weren’t well-educated in this area growing up. For anyone in a similar position looking to better understand their current finances as well as plan wisely for the future, I can recommend Thomas and Brent without reservation. – Daniel Mishell
REVIEW #5 – I needed a lot of help with building my retirement account so I could one day retire. Thomas was the most professional and informative advisor you could ask for. He is very patient and answers any questions you might have. I feel very confident that I am getting the best advice for my situation.
I highly recommend Thomas to help in any of your financial situation .
He is also very responsive when you call or email. – kingoffunny7
REVIEW #6 – We had our accounts at another broker, and we were unhappy with our returns. Every increase in account balances were met with a decline of near equal levels within the same month! As a result we were not gaining any long term returns. It took awhile to get everything moved over but out immediate results were better returns! We’re very happy with our decisions to change our brokerage to HERRERA MAY Wealth Management – Dan Kendrick
Dominick Anton Financial Advisor at Twin Rivers Wealth Management
ADDRESS:
NUMBER:
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, 401(k) Plan, Retirement Plan Management, Pension Plan, Wealth Management, 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 – I met Dominick to get an idea on how and on what we should focus on to ensure my family’s financial future. Dominick was patient and listen to our situation and gave me a few excellent pointers on how to approach my family’s financials. We will definitely follow up with those and return to him after we settle the current priorities. – Diana Iuras
REVIEW #2 – I was fortunate to start working with Dominick approximately five years ago after I changed employers. Dominick listened to my individual needs and concerns and was incredibly helpful with rolling over my IRA and starting a new investment strategy. As someone who came late to investing, I had ground to make up and Dominick was sensitive and supportive when I shared my concerns. Dominick has helped my husband and me diversify our portfolio, plan for big purchases, and increase our financial security. I am incredibly grateful for Dominick’s support, advice, and knowledge and I recommend him without hesitation. – Hallie Symons
REVIEW #3 – I highly recommend the services of Twin Rivers Wealth Management. I was very impressed with the professional skill of Dominick Anton and the other members of the team. My special circumstance as a widow called for very specialized work and Twin Rivers Wealth Management did not disappoint. Dominick Anton was able to put me back in the driver seat within 6 weeks of my husband’s passing. I was impressed by the patience that Dominick had in getting through the obstacles that exist when there is a sudden death and the spouse knows nothing about the family’s financial situation. I also have little knowledge about computer technology. The financial vocabulary is also foreign to me. But with great resolve and skill Dominick lead me through the process of getting all financial accounts in my name and claimed every financial benefit. It took a bit a of work and weekly financial sessions. Besides his patience Dominick is optimistic and cheerful. I have complete confidence in Dominick’s care of my interests, even the small everyday decisions, which make a big difference in my peace of mind during my bereavement. – Judith Kasak
REVIEW #4 – Dominick is an amazing financial advisor! He is very knowledgeable and aims to ensure I understand what is going on with my assets. He maintains his professionalism while being very personable – he cares about his clients! He is extremely organized and has great communication – overall very on top of it and gets things done in a timely manner! He is a great resource for all things finances. – Taylor Haeling
REVIEW #5 – Dominick has been a fantastic financial advisor to work with the past few years! He is very knowledgeable and helps us navigate our personal financial planning as well as thoughtful and considerate about our family life. He is easy to talk to, gives great advice, and supports our faith values which is a wonderful combination. Highly recommend reaching out to him if you are in need to financial guidance! – Sarah Lee
REVIEW #6 – Dominick is hands down the best financial advisor I’ve ever worked with! What sets him apart is his genuine care and understanding. He creates a judgment-free zone where you can talk openly about your finances without feeling embarrassed or intimidated. Dominick is kind and patient, making every meeting feel like a conversation with a trusted friend!
But don’t mistake his friendliness for lack of expertise! Dominick is incredibly knowledgeable and skilled at what he does! He’s not just about numbers; he’s about helping you achieve more in your financial future.
With Dominick’s guidance, I feel more confident and in control of my financial future. He’s not only my advisor; he’s become an integral part of this journey. If you’re looking for someone who’s not only smart but also caring and understanding, look no further than Dominick! He’s the real deal! – Hannah Kelly
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