4 Best Gold IRA Investment Companies Near Me in San Diego, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Pure Financial Advisors, LLC
ADDRESS: 3131 Camino Del Rio N #1550, San Diego, CA 92108, United States
NUMBER: +1 619-814-4100
SERVICES: Retirement Income Strategies, Retirement Life Planning, Retirement Seminars, Wealth Management Strategies, Wealth Transfer Planning, Comprehensive Financial Planning, Financial Advisor, Financial And Retirement Plans
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 – The ongoing tax planning along with making yearly Roth conversions and deciding on the optimal point to start taking Social Security benefits has been our near term focus with our advisor over the past 2 years since retiring. We have been working and planning with our advisor (Nate Ritchison) for 12 years and it’s a great feeling to see the things we have discussed and planned come to fruition. We are in the early years of our retirement, but a result of the careful planning and execution on goals has given us a lot of confidence that our future financial needs will be met. Many thanks to Nate Ritchison and Pure! – Christopher Landry
REVIEW #2 – I started saving when I got my first job out of college by opening an IRA. As my career changed and progressed I continued with regular contributions and didn’t give it much thought until I approached retirement and wondered how I was doing overall. After looking at the top financial advisors rankings for the last 20 years I noticed that Pure was among them consistently. I then compared the fee schedules for ‘funds under management’ and again Pure Financial came out on top. Next step was to sit down and talk with them. Kendle explained that they would review our situation and develop a strategy that we could implement ourselves or hire them to manage it. He was patient and took the time to explain everything in the plan so that both my wife and I had a clear understanding of what they were doing and why. He has provided the information I need to make decisions that allow me to enjoy my retirement in confidence. – Philip Lexow
REVIEW #3 – Michael Chipperfield has been a great partner in our planning. Our initial introduction to Michael was a financial planning class that really drove home how to plan with the tax implications in mind – not just leaving the tax implications on the side line. His ability to convey the intricate details is excellent.
As our financial planner, Michael has been respectful and supportive of our beliefs and attitudes about our finances, our retirement, and our other goals. For example, we title/give offering off of all income and that is reflected in our plan. Additionally, he has understood the variability in our (wife’s) consulting business and helped us plan accordingly. Finally, as our three kids are in college/getting closer to college Michael has been helpful in offering alternatives to our 529 plan and how best to maximize the resources for the benefit of our three children. Michael has been a great sounding board, willing to entertain and play out the “what ifs” that we come up with, but always provides trustworthy guidance. – Eric Trull
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Pacific Wealth Management
ADDRESS: 11512 El Camino Real #350, San Diego, CA 92130, United States
NUMBER: +1 858-509-9797
SERVICES: Retirement Planning, Retirement Strategies, Wealth Advisor, Wealth And Financial Planning, Investment Advisory Services, Investment Management, Financial And Tax Planning
STORE HOURS
| Mon | 6:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 6:30 AM – 4:00 PM | |
| Wed | 6:30 AM – 4:00 PM | |
| Thu | 6:30 AM – 4:00 PM | |
| Fri | 6:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I are really happy to be working with Pacific Wealth Management for our finances and retirement planning. Several friends—who’ve been with them for years—recommended them, and now we totally get why.
Justin, Isaac, JP, and Maryam are all awesome. They’re super friendly, easy to talk to, quick to answer any questions, and always come back with solid, well-researched advice.
Overall, it just feels good knowing we’re in great hands with a team that genuinely cares about keeping us on the right track, helping us build an asset-allocation plan that matches our comfort level with risk, and shaping a clear retirement strategy. We feel confident they’ll be right there with us when it’s time to transition into retirement. – Steven Duncan
REVIEW #2 – Pacific Wealth Management is an excellent financial advisory firm. My wife and I have really enjoyed working with Jim, Justin and their team over the past 3+ years. We sought their advice during the last few years prior to our retirement when we decided to move our account away from one of the larger wealth management firms. We found them to be knowledgeable, responsive, creative and strategic. We like that the size of the firm allows us to work directly with its senior members. Despite the volatility in the financial markets resulting from Covid-19 and its aftermath, PWM has managed our portfolio admirably. We highly recommend PWM if you are looking for a wealth management advisor. – Ira Schwartz
REVIEW #3 – With over 15 years experience with this great team, I am proud to pass along a glowing recommendation. Through life’s high and lows and interest rate swings, Pacific Wealth Management has provided guidance and care and have given my family an overwhelming sense of security that we are in good hands. As a retired banker who no longer wanted the responsibility of tracking these crazy markets, I have confidence in the strategy they employ. Our golden years are filled with hope and confidence with this team at the helm. – C. Muth
REVIEW #4 – Pacific Wealth Management’s expert team of professionals are some of the best, anywhere. As our family has grown and moved seven times around the country, we have continued to rely on their professional guidance, built on a foundation of experience, research and resourcefulness. They embrace their responsibilities seriously, understand our financial objectives and always act in our best interest. We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement adventures. Pacific Wealth Management has delivered consistent value to our family for more than 20 years and we look forward to the next 20. – Barb Willcox
WestPac® Wealth Partners (San Diego)
ADDRESS: 5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121, United States
NUMBER: +1 619-684-6400
SERVICES: Retirement savings consulting, Estate planning, General liability insurance, Investment advising, Financial Advisors, Investment Advisory, Retirement Investment, Retirement Plans, Savings And Investments, Gold IRA Rollovers
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 have been working with WestPac for a few years now. I would definitely recommend them to everyone. My advisor is great to work with. I had no idea how many ways a financial advisor could benefit me. When it comes to money and planning for retirement, you really need an expert working for you. – Jared Slusser
REVIEW #2 – Nichole is highly skilled in her work. She has successfully built a team of top-notch professionals in the industry to offer clients complete financial planning services without any pressure. Nichole’s extensive approach towards clients includes managing assets, building wealth, offering tax strategies, and forecasting for post-retirement income. I have personally referred many of my family and friends to Nichole / WestPac®, and I will undoubtedly continue to do so. – Aimee Deyoung
REVIEW #3 – WestPac Wealth Partners is an extremely comprehensive financial planning firm. As a client for the past eight years, they have handled all aspects of my business and family finances –including tax planning, risk management, investments and insurance. As a firm, West Pac Wealth Partners is cutting edge. They take a holistic approach and are very ethical and transparent in their disclosures and explanations. They act as my de facto Chief Financial Officer and work on my behalf with CPAs, lawyers and other advisors and have provided innovative ways to protect and grow my assets. We meet several times a year to review my personal and business finances and I can count on them to take actions consistent with our strategy. I strongly recommend WestPac Wealth Partners to any business owner. – Terry Revere
REVIEW #4 – I have worked with Westpac for years and will continue to do so for years to come. They took the time to come to my office and fully understand my business. They showed me where we could improve and saved us money at the same time. 5 stars all day long! – Brian Gilmore
REVIEW #5 – I’ve had an incredible experience working with WestPac Wealth Partners and can confidently say they are one of the best wealth management firms out there. What truly sets them apart is their unmatched in-house resources—from financial planning, investment advice, and insurance analysis to tax strategy, and estate planning, everything is integrated under one roof. This makes the process not only seamless but also deeply strategic and tailored to each client.
I trust WestPac so much that I refer all of my friends and family to them—especially those looking to get financially organized, build a strong financial foundation, and protect their balance sheet. Their team focuses on minimizing unnecessary risks while providing thoughtful, research-backed investment guidance that aligns with your long-term goals.
If you’re serious about growing and protecting your wealth, there’s no better partner to have in your corner than WestPac. – Dennis Bavin
Copley Financial Group, Inc.
ADDRESS: 2650 Camino Del Rio N Suite #350, San Diego, CA 92108, United States
NUMBER: +1 619-294-6008
SERVICES: Assets Under Management, Beneficiary Review, Defined Contribution Plans, Educational Workshops, Investment Advisory Services, Investment Management, Retirement Planning Consultations, Retirement Planning Social Security, Retirement Planning Strategies, Social Security Maximization
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 am so impressed with Copley Financial Group. After attending a social security seminar for retirement presentation at the local community center, I made an appointment to sit down with Dave to learn more. He is knowledgeable and very professional and has taught me so much about making vast financial choices. He is also very patient with my many questions and promptly gets back to me and my family with any follow-up information.
During the past few years, when the market fluctuated due to circumstances such as bank failures, Dave was very proactive in keeping me informed, often sending update messages. Thanks for looking out for my future. – María Patricia Alvarez Del Castillo
REVIEW #2 – We switched to Copley Financial several months ago. Wish we had done it sooner! Regardless. they had a comprehensive and thoughtful plan for us in no time that made it easy to sleep at night once we took the plunge a year ago. Their amiable, smart and responsive team has made our communications easy and efficient, explaining options and never talking over our heads. We appreciate the tax knowledge as well. A big plus! All in all, we are glad to be part of the Copley client family and know that we will be taken care of in years to come. – Claudia Piedra Rojas
REVIEW #3 – My husband grew up knowing the Copley family, so we had confidence that the Group would likely help us to organize our finances well, but we really had no idea how incredibly welcoming and accommodating they would be. Once we met with them, they not only diversified our portfolio in such a way that the “hit” during Covid-19 was minimal (and still recovering!), but they also created our Family Trust at an incredibly reasonable price, and our finances are protected there, too. I cannot say enough good things about them, and have recommended several of our friends to them, and they’ve also entrusted their finances to them. A+ company!! – Laura Lyons
REVIEW #4 – Mr. Matthew Copley, Jessica and the rest of his team are experts in their fields. I am so happy to have taken my family’s recommendation of him since he made the Trust writing process so quick and easy to understand. Jessica is very prompt in returning my messages and they are all very professional. We have various family members who go to Matthew for financial planning needs and I am so glad I took their advice to see him as well. I highly recommend their services! – AJ Sis
REVIEW #5 – Initially I was skeptical but Matt is the real deal – he is motivated to make my investments grow – he gets paid a percentage of what he makes for me. His success is tied to my success. This is a win-win situation and further motivates him to do well for his clients. He has skin in my game.
On top of all that, he loves this stuff – investment strategies, tax laws, Social Security strategies. I wish I had found him sooner. – David Payne
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