4 Best Gold IRA Investment Companies Near Me in San Jose, 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: 4160 N First St, San Jose, CA 95134, United States
NUMBER: +1 800-544-2269
SERVICES: Financial planning, Advisory Services, Alternative Investments, Brokerage Services, Investment Strategies, Lending Solutions, Saving & Investing, Small Business Retirement Plans, Gold IRA Rollover Accounts, 401K Investment Plans
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 just had the nicest customer service at the front desk of this branch. She was so professional, knowledgeable and efficient. I was able to walk in and get my account opened in 10 mins. – Lola Chow
REVIEW #2 – Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience! – Divya K
REVIEW #3 – Honestly I had a good experience, they help me with issues that I was facing with my account – Ivan Zarate
REVIEW #4 – Five stars for the front desk lady — she was nice and very knowledgeable about the general products offered by the business. I’m giving one star less overall because I wasn’t able to speak with an advisor as a walk-in. – Jennifer G
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
Beacon Pointe Advisors
ADDRESS: 2021 The Alameda STE 390, San Jose, CA 95126, United States
NUMBER: +1 408-984-8777
SERVICES: Investment advising, Retirement savings consulting, Tax planning, Wealth management, Investment Plans, Investment Solutions, Retirement Plan Consulting
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 – Tom and the Beacon Pointe team are wonderful to work with. They are professional, excellent listeners, subject matter experts and use a consultative, no pressure approach to help you achieve your financial goals. I recommend them to anyone looking for trustworthy individuals seeking to optimize their financial portfolio – Jesse Rivera
REVIEW #2 – We have been involved with Tammie Mark and her team for many years. We have found Tammie to be personable and knowledgeable on financial matters for the future. She has a remarkable team at Beacon Pointe that can address financial matters. They are responsive and we have full confidence in their services. We have recommended to our family members. – Shelley Toy
REVIEW #3 -Tom and Sara are an amazing team! We cannot recommend them enough. Trusted by generations of our family. Experts in high tech equity and salary strategies. – Jeremy Carlson
REVIEW #4 – Tamara Mark demonstrated exceptional active listening skills, ensuring that my client’s needs were met at the highest level. She took the time to truly understand his position, showing a deep commitment to delivering outstanding service. Her expertise in her field is unmatched, making her an invaluable asset to any company she works with. I highly recommend her for her professionalism, knowledge, and dedication to excellence. – nicole kleinschmidt
REVIEW #5 – Tom and his team are simply the best! No other place I would go for sound financial advice and good investment strategies! – Brian Durfey
REVIEW #6 – Tammie Mark, Sara Shideler, Elizabeth Hill and the entire Beacon Pointe team have provided not only the most professional support and great customer service they convey knowledge and expert advice in managing my financial needs. – Gail Bender
REVIEW #7 – I have nothing but gratitude for the San Jose team at Beacon Pointe. They have been responsive to my questions, wise in managing my finances, and very clear in explaining my financial picture. I highly recommend this team! – Rhonda Kutche
REVIEW #8 – Tom and team have done a fabulous job in continuing the work and relations we created over the years. I rest assured in having them manage my assets and financial plan for myself and my family. – Darrell Shideler
REVIEW #9 – We have been clients for nearly 15 years. Always solid and good advice regarding our financial situation. Tom and team are professional and very helpful. I highly recommend. – Beth Tkacheff
Silicon Valley Capital Partners
ADDRESS: 1731 Technology Dr #810, San Jose, CA 95110, United States
NUMBER: +1 408-236-7300
SERVICES: Estate Planning, Investment Tracking, Lifestyle Planning, Risk Management Strategies, Tax Efficient Strategy, Tax Planning, Retirement Planning Services
STORE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Our family is celebrating! After careful consideration we chose Chris Combs and his staff to manage our investments. To say his team has exceeded our expectation is too little praise. We have full confidence and have watched him manage and keep us informed. Truly exceptional money management. – Donnakerri Hofstetter
REVIEW #2 – Chris Combs, Chief Investment Officer of Silicon Valley Capital Partners, has been our financial advisor and manager of accounts since 1998 when we were in our forties. He has done a phenomenal job of building a great retirement fund that allowed us to retire with security. He and his staff are always available and his regular meetings are most beneficial. I highly recommend Chris Combs and staff, Kathy Lee and Marissa Reyes, as an exceptional financial service company. – E.R. Mosher
REVIEW #3 – Celebrating making the decision to have SVCP work with our money. Budgeting, advice, excellent payback. This is the best decision with our money we’ve ever made. – Luke Hofstetter
Heckman Financial & Insurance Services Inc-HFIS
ADDRESS: 333 W Santa Clara St #604, San Jose, CA 95113, United States
NUMBER: +1 408-297-9800
SERVICES: Registered Investment Advisor, Retirement Accounts, Retirement Income Planner, Retirement Income Strategies, Wealth Management, Retirement savings consulting, Tax planning
STORE HOURS
| Mon | 8:30 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 6:00 PM | |
| Wed | 8:30 AM – 6:00 PM | |
| Thu | 8:30 AM – 6:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Eric’s team is always there to assist with your financial concerns. Retirement savings their extremely helpful and with your taxes. – Joyce Tucker
REVIEW #2 – Heckman Financial has been providing financial services for my family for over 15 years. Eric is a great source of information for investment advice and keeps up with the latest opportunities. He has guided me to a solid plan that is producing great results and is proactive in recommending adjustments as the years go by. I can relax, knowing I am in good hands! – Dan Asch
REVIEW #3 – We’ve been using Heckman Services for several years and have definitely seen a growth in our financial investments thanks to the excellent experience and advice given to us by Eric. – Tricia Lawrence
REVIEW #4 – I’ve been with Heckman Financials for a long time. I decided to switch after a national financial services firm couldn’t offer me the personal services to meet my requirements. Eric and his staff did a great job in assessing my needs and crafting a personal plan for me and my family. They recommend changes and updates to keep my plan up to date. – Alan Williams
REVIEW #5 – I have been working with Eric for seven years. He is knowledgeable on the investment choices. He also practices life long learning which is valuable for me as a client as I know he is aware of the latest and greatest offerings. His staff is responsive and highly professional. – Emma Bolich
REVIEW #6 – My wife and I signed up with Eric almost 20 years ago when a personal disaster demanded all our attention and we couldn’t follow our finances in detail. He and his team have taken great care of us since that time. – David Bagby
REVIEW #7 – Really enjoy working with Eric and the team. Super professional, responsive, and fun. I have 100% piece of mind that I’ll be able to retire worry free since I’ve been working with HFIS for the last dozen years to ensure it. – Kimberlee Stephens
Recommended Sponsors
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