4 Best Gold IRA Investment Companies Near Me in San Francisco, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Fidelity Investments
ADDRESS: 8 Montgomery St, San Francisco, CA 94104, United States
NUMBER: +1 800-462-5450
SERVICES: Financial planning, Alternative Investments, Brokerage Services, Investment Strategies, Lending Solutions, Saving & Investing, Small Business Retirement Plans, Gold IRA Rollovers
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 – Nice building and centrally located. Provided help to my family member needing to service an account. They even had a great coffee machine for us to use while we waited for service from the associate on the counter. – Bill Fong
REVIEW #2 – This financial gargantuan is a fitting staple for San Francisco’s financial district the building is absolutely eye-catching when lit up at night time and seems to blend in with the buisness sector nicely during the daytime! From personal experience, I’ve had great customer service at this location when inquiring about retirement (via telephone 📞) – Asteria Moore
REVIEW #3 – I have tried many other online brokerage services such as Schwab, Merrill, and etrade. Fidelity by far has the best execution prices and has the same 4.95 commission as Schwab. Merrill may be commission-free but their execution prices sucks. This makes a big difference on large orders. – Adventures Inthebay
Recommended Sponsors
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
GoldenCrest Metals: Offering the Best Deals for Seniors Ready to Retire
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Babylon Wealth Management
ADDRESS: 100 Pine St #1250, San Francisco, CA 94111, United States
NUMBER: +1 415-851-3061
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Tax planning, Advisory Solutions, Employer 401k Plan, Retirement Accounts Management, Retirement Planning, Roth Conversion Strategies, Saving & Investment, Thrift Savings Plan,Wealth Advisors, Wealth Management
STORE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Stoyan for over a year now, and I’m very grateful for the guidance he’s provided. Any time I have a question, he’s quick to answer thoughtfully and thoroughly. His weekly newsletter is very helpful as well. I’m very happy to be working with Stoyan and I highly recommend his services. – brock yurich
REVIEW #2 – I first contacted Stoyan to get advice on the timing of converting a traditional IRA to Roth. His answer was so thoughtful that I realized I’d benefit from his guidance in all aspects of my financial planning. In addition to doing a great job managing my portfolio, he researches and advises on ideas I come up with on my own—the latest being opening a donor-advised fund. I view him as a valued partner as I prepare for retirement in three years, and it give me peace of mind knowing I have a top-notch professional taking care of my financial health. – Karen Weiss
REVIEW #3 – I have been working with Stoyan for a few years to manage my investment portfolio. He is well versed in investment strategy, portfolio management and allocation/diversification, tax planning, and has a strong pulse on the market, especially in this turbulent investing environment in a post COVID world. He has been available at a moment’s notice, and is creative in his approach to diversify my investments, and ensuring my long term financial goals are met. I feel safe knowing that Stoyan is planning for my future and would strongly recommend his work. – Michael
REVIEW #4 – Stoyan has been very helpful in making liquidity decisions for employer company equity and related tax planning. He has a nuanced and helpful approach, is thorough, and communicates well. My experience was entirely through phone and email and did not leave me feeling underserved without an in-office experience. I would recommend Stoyan for consulting or wealth management services and plan to work with him again myself. – Jon Schwindt
REVIEW #5 – From the get go, Stoyan has taken the time and effort to explain in detail the various ways to approach and manage my investments. He’s provided countless helpful tools, from quarterly performance reports, to highly useful financial planning software, helping me understand how my current savings trends would affect my retirement goals. He’s always been very responsive, and we’ve often gone back and forth a dozen or so times in the span of a few days discussing how best to modify our current strategy, or adapt to new circumstances. Overall, he’s made investing for my future something I look forward to, instead of stress about, and I would recommend him to anyone looking for a quality wealth manager. – Hugo Louis Seize
REVIEW #6 – Stoyan at Babylon Wealth Management was very thorough and professional during our discussions. We met several times, including the SF office and by phone. I requested a financial plan since i’m planning to retire in 5 years. He was extremely helpful and attentive to my personal goals. I’m a federal employee who has several prior 401k packages; he was able to stitch them all together to show a comprehensive assessment of my assets. He shared a draft financial plan and then we talked again before preparing the final plan (61 pp). Highly recommended. – Peter Kozelka
Dogpatch Wealth
ADDRESS: 555 20th St Suite 2 & 3, San Francisco, CA 94107, United States
NUMBER: +1 415-464-7533
SERVICES: Alternative Investments, Estate Planning, Financial Plan, Investment Adviser, Investment Management Services, Investment Portfolio, Investment Strategies, Tax And Estate Planning, Retirement Planning
STORE HOURS
| Mon | 6:00 AM – 3:00 PM | |
|---|---|---|
| Tue | 6:00 AM – 3:00 PM | |
| Wed | 6:00 AM – 3:00 PM | |
| Thu | 6:00 AM – 3:00 PM | |
| Fri | 6:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been clients of Dogpatch Wealth since 2021, and our experience has been consistently excellent. Adam, in particular, stands out for his exceptional service.
We especially value his extensive network of locally sourced professionals, which has proven to be a significant asset. Adam’s timely market insights and guidance on when to act have been instrumental in our financial decisions. Beyond his expertise, Adam consistently makes us feel taken care of. He’s always easy to get a hold of, and his actions and responses are consistently professional. – Stuart Douglas
REVIEW #2 – I have been a client of Adam Gould and Dogpatch Wealth since 2014! Over the past 10+ years, Adam has provided valuable guidance, support, and management. I have an incredible amount of effortless trust for Adam and his experience. He has been with me in my career, life, and the changes in this global economy at every stage. I recommend him highly! – Larry Sun
REVIEW #3 – Adam, the owner of Dogpatch Wealth, is a great financial advisor. We have been working with him for a few years and we are quite happy with him. He’s easy to work with and is able to explain things in terms that are both easy to understand and allow us to understand the complex details. He has been able to advise us on standard investing both inside and out of our retirement, give advice on 401k investments that are not with him, and found other financial products that have proved to be quite lucrative. We enjoy working with him to see our complete financial picture so that we can make decisions on how aggressive to be in our investments. All around I’d recommend Adam and Dogpatch Wealth. – Scott Van Horn
REVIEW #4 – For the past 7 years I’ve had the privilege of working with a terrific wealth manager, Adam Gould. He set me on the path to a comfortable retirement despite beginning my financial planning late in the game.
In addition to setting up a 401K for my business and meeting with my employees, he developed a financial strategy for my personal circumstances and goals.
Adam’s approach is warm and authentic, straightforward and honest. He’s good at making financial concepts accessible and easy to understand.
I am grateful for his guidance and now I’m confident in my future financial security.
Adam is a really good guy and I recommend him without reservation. – desiree bolman
REVIEW #5 – I hired Adam in 2017 after my accountant (and several of Adam’s clients) recommended him. Since then, he’s advised me through home purchases and sales, a move abroad, several cross country moves, multiple job changes, and a marriage. While he’s witnessed the changes in my life, I’ve watched his business grow and his skill set expand. Even through trying financial times, Adam’s counsel has been steady. He’s also a great guy who’s an absolute pleasure to know. I told Adam when I first met him and I still believe it now – those of us who don’t have a ton of money to spare need to even more carefully safeguard every dollar. He’s not disappointed me. Without hesitation, I recommend Adam and his services. – Kim Curtis
REVIEW #6 – Adam Gould at Dogpatch Wealth has been my trusted financial advisor for several years now.
Adam puts my mind at ease by expertly managing my investments in a way which allows me to pursue entrepreneurship full-time.
He has also worked alongside a recommended estate attorney to help establish trust funds for my children.
I’m a former techie that was fully vested at a start-up with a very successful IPO.
I’ve had previous experience having my money managed by Betterment & Wealthfront, and other human financial advisors.
I can wholeheartedly recommend the services of Adam Gould & Dogpatch Wealth. I’m extremely confident that they are maximizing the returns on my investments. – Mike Lin
Citrine Capital
ADDRESS: 535 Mission St 14th floor, San Francisco, CA 94105, United States
NUMBER: +1 415-494-8262
SERVICES: Retirement Plans, Investment Advisory Services, Investment Management, Tax Savings, Wealth Advisors, Wealth Management Process, Tax planning
STORE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jirayr and the team at Citrine Capital are the most professional, reliable and knowledgeable financial planning office I have encountered in my 20+ years of working in the insurance and financial planning industry. Their approach is client-centric, focusing on all areas of the clients lives, not just the investment piece. Their clients trust them and look for guidance in many areas of their lives. Citrine Capital is elite. – Geoff Shepherd
REVIEW #2 – I couldn’t recommend Citrine Capital and Sefa more highly. We moved to the Bay Area a number of years ago and spent a lot of time looking for the right wealth advisor for our family. Sefa was head and shoulders above everyone else we spoke to and she has exceeded our expectations every step of the way. She really understands our family and what we’re looking to achieve, she has offered us incredible advice on so many topics, she’s incredibly responsive and makes the whole thing feel easy. We’re so happy we made the choice and we’ll be working with Sefa for many years to come. – David Tully
REVIEW #3 – We’ve been working with Jirayr and Nick for the past year and are so happy with the partnership. The team has helped us establish a financial foundation that makes me feel confident about our family’s future – from goal setting to budgets to investing to estate planning, we feel so much more knowledgeable and empowered from their guidance. They take a responsible approach to investment sources and always have my best interest in the foreground. – Jessie Kitchens
REVIEW #4 – Jirayr and his team are fantastic. They are first and foremost extremely knowledgable, and what they don’t know, they will run down the most minute detail. More importantly in my book, however, they take a refreshingly holistic perspective on financial planning. It’s not just about getting the most financial returns–it’s about optimizing for what you say is important in your life. Of course, they maximize financial returns as well, but in the context of everything else that’s important to you. I appreciate that they share their honest opinions and let us know what they consider the best course of action, but they are also willing to listen if we say that doesn’t fit what we’re thinking. Overall, we could not be happier to have chosen Citrine and look forward to working with them well into the future. – Andrew Ehrich
REVIEW #5 – We feel so fortunate to have Sefa as a wealth advisor for our family! From the beginning, Sefa showed that she understood our layered financial picture, our family’s particular needs and she set the tone that she’d work with us in a knowledgeable, pleasant, clear and open manner. A straight shooter, we trust Sefa as she’s shown herself to be realistic yet positive and confident. After setting our plan, she has been unflappable and responsive as financial matters and shifts have come up, while she continues to move us toward our long-term goals. Sefa’s focus and professionalism are admirable; her knowledge and thoughtfulness were needed and are much appreciated! – Nadia W.
REVIEW #6 – I’ve worked with Jirayr and Nick at Citrine for over five years and through lots of life/work/family milestones over that time. At every step, no matter how complex, they’ve been excellent and trusted partners for me. I particularly recommend their holistic approach. Whereas other financial resources I’ve worked with in the past have had really narrow scopes (just tax, or just investment) that left me spending hours of research to plug in the gaps, I really value the fact that I can go to one team for every question and get high quality advice that often straddles many domains (legal, risk, tax, insurance, etc). They’ve literally managed my investments very well (table stakes in their industry), but where they go above and beyond has been in helping me translate goals (or fears!) into actionable, balanced plans. It’s not an exaggeration to say that their efforts have translated into better mental health – I feel happier, more at ease, and more confident about the future. Now that we’ve worked together for several years, they’re even more valuable partners. They know the full 360 of my financial outlook, of course, but they also know my family and our values and it is a genuine pleasure to have their support. – Sarah Nahm
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
