4 Best Gold IRA Investment Companies Near Me in San Ramon, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Summit Wealth & Retirement Partners
ADDRESS: 2000 Crow Canyon Pl Ste 410, San Ramon, CA 94583, United States
NUMBER: +1 925-927-1900
SERVICES: Estate planning, Financial planning, Retirement savings consulting, Tax planning, Wealth management, Estate Planning, Investment Management, Retirement Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – As a client of Summit Wealth & Retirement Partners for more than 20 years, I cannot over emphasize how pleased I am with their services. They are the most client centered company I have ever dealt with. Despite volatile financial markets over the years, our portfolio continued to grow and we were well positioned for retirement as we continue to be. I have recommended them to several friends who also found them to be experts in their field and great to deal with. I’d give them 100 stars! – Adelle DiGiorgio
REVIEW #2 – Summit Wealth & Retirement has been assisting in managing wealth in my family for three generations. Rob and Geoffrey have both been exceptional in their efforts to assist me with my portfolio and estate matters. I would not be in as good a position as I am without their help, and the amount of services and talent on hand at Summit Wealth continues to grow. – Trevor Gearin
REVIEW #3 – I have been with Summit and the great team Rob has put together for many years now for numerous things like financial planning, tax planning, and retirement savings consulting to name a few. They are hands down the best in the business and very professional. I have the utmost confidence they do everything in my best interest as a client, communicate well with with timely email replies/updates/newsletters, and always available for a zoom meeting when needed. Plus most importantly, let’s face it, Rob’s expertise and knowledge in the markets has paid off financially to date! Highly recommended. – Scott Klein
REVIEW #4 – I was referred to Summit Wealth & Retirement by my insurance agent a number of years ago and have been very pleased since Day 1. Their team has been helpful with everything from establishing advantageous tax positions to the sale of my business assets and creating a comfortable path to retirement. What they don’t know or can’t do is always followed by a quality referral to someone who can help. Kudos to the Summit crew! – Wayne Johnson
REVIEW #5 – My portfolio has been with Summit Wealth for over 8 years. Rob, along with his professional and friendly team, have always been quick to respond to any questions or concerns I might have. One of the most important aspects of choosing a wealth management firm is trust, and Summit Wealth & Retirement has mine. – Julie Brown
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Tomren & Sullivan Wealth Management
ADDRESS: Bishop Ranch 15, 12667 Alcosta Blvd Ste 355, San Ramon, CA 94583, United States
NUMBER: +1 925-830-1700
DESCRIPTION FROM BUSINESS: Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Accumulation Strategy, Advisory Services, Investment Planning, Investment Products And Services, Investment Strategy, Minimizing Tax Liability, Retirement Income Planning, Roth Ira Conversions
OFFICE 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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been with Tomren Wealth Management since I retired almost 16 years ago, and am really pleased with the financial guidance and advice over the years. As important as the financial results are; what really has kept my confidence as the economy goes through the inevitable ups and downs is the relationship I’ve developed with the whole team. Whenever I call I get a live person who helps with whatever question or request I have. When people talk about missing good old-school customer service, That is sure what Michael Tomren and the whole team still provides. – Mark Koenig
REVIEW #2 – Working with Tomren Wealth Management for our financial planning needs has been one of the best decisions we’ve made for our family’s financial future. From the start, Brian Sullivan has taken the time to really understand our goals. We have worked with Brian for over 10 years and during this time we never have felt rushed or pressured on any decision. Brian explains every recommendation and can explain it in plain language. He will always make sure we understand both the benefits and risks and how it aligns with our short and long term goals. It feels like we have a partner who genuinely cares about our long-term success and keeps us on that track. Since working with Brian and the Tomren Wealth Management team we feel more confident about our finances and future.
We would highly recommend Brian Sullivan and the full Tomren Wealth Management team to anyone looking for knowledgeable, trustworthy, and down-to-earth financial guidance. – Corry & Nancy Guinn
REVIEW #3 – My husband and I have been with Tomren Wealth Management for 15 years since before we both retired. Michael is very personable, knowledgeable , professional and goes above and beyond in answering questions and providing financial advice to us. He and his staff get back to us quickly and efficiently. We run things by him and he gives his honest opinion based on his expertise and his connection to us as clients. We love working with Michael ! – Cathy M
REVIEW #4 – If you are looking for a financial advisor you can trust and invest your money, look no further than Tomren Wealth Management. We’ve been with them now for over 20 years and always received excellent service. Michael Tomren’s staff is a delight to deal with when we have any questions.
When we moved to Oregon, we have continued to stay in contact even though we were in a different state now, using Zoom with our planned yearly reviews. However, this year we received a visit from Michael at our Oregon home, what a surprise that was! They really care about the success of our money investments and we are extremely satisfied with them. – Arvid Edson
REVIEW #5 – We have been clients of Michael and the Tomren Wealth team since around 2010, and our experience has been consistently outstanding.
Michael and his team made a sincere and honest effort to get to know us from the very beginning. Communication is open, frequent, and thoughtful, including regular quarterly in-person reviews that ensure we always understand where we stand and why. Finally, Michael’s office is administratively impeccable—everything is handled efficiently, accurately, and on time.
What truly sets Michael apart is his commitment to education and his holistic approach to financial planning. He looks well beyond investment returns to consider every aspect of our financial well-being— retirement planning, tax planning, long-term health planning, wills and trusts, medical insurance, and Social Security decisions. He helps us see the big picture and make informed decisions with confidence.
Michael fully respects that clients may come with prior advisors or different perspectives. His approach is consultative, patient, and centered on what’s best for us. We deeply value his guidance and highly recommend Michael and Tomren Wealth to anyone looking for a thoughtful, comprehensive financial advisor. – Gary Alpert
Insight Wealth Strategies
ADDRESS: 2603 Camino Ramon #350, San Ramon, CA 94583, United States
NUMBER: +1 800-318-7848
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, 401k Rollovers, Alternative Strategies, Investment Accounts, Investment Portfolio, Investment Solutions
OFFICE HOURS
| Mon | 7:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 6:00 PM | |
| Wed | 7:00 AM – 6:00 PM | |
| Thu | 7:00 AM – 6:00 PM | |
| Fri | 7:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been with Insight Wealth Strategies since the days when David Chazin was with Lincoln Financial. As people who aren’t investment strategists ourselves, we truly appreciated the time David spent walking us through the different strategies and options available. He always made sure we understood the “why” behind every decision, and that built a strong foundation of trust.
Over the years, we’ve seen David transition to building the excellent team that now includes Brian, Michael, and Chad. The handoff was smooth, and we continue to feel confident knowing we’re in great hands. Brian, Michael, and Chad are all incredibly knowledgeable, professional, and friendly. They take the time to understand our goals and communicate clearly, which gives us peace of mind.
We’re very impressed with how they manage our portfolio and how proactive they are in keeping us informed and aligned with our long-term financial objectives. We highly recommend Insight Wealth Strategies to anyone looking for a thoughtful, client-focused financial advisory team. – S Ramsey
REVIEW #2 – I have been a client of Insight Wealth Strategies for many years now and could not be happier. Prior to finding Insight, I had meetings with other advisors and none compared. Brian, at Insight, took the time to get to know me and my family, and he truly understands my goals and has given me sound advice over the years. He has come up with innovative ideas more than once. I feel so confident with Insight that we moved my parents’ portfolio over to Brian also. – Anne S
REVIEW #3 – Brian and the team at Insight Wealth Strategies are truly valued partners in my family financial planning and investment decisions. They provide solid and well documented advice, and are always clear about risks and expectations. I get a lot of value from our quarterly meetings and from the overall investment advice. – Alberto Montesi
REVIEW #4 – Brian and the team at Insight have been providing fantastic service for many years now. We moved to Idaho a year ago and, using Zoom, haven’t missed a beat. Brian has an excellent way of describing current market conditions, and how they may change in the future. Very happy with the results. – Jeff Lillard
REVIEW #5 – Our involvement with Insight began in 2007, when Insight’s founder, Mr. David Chazin, was still with Lincoln Financial. I interviewed seven different Financial Advisory Firms with the same ten questions. When I got to David, having degrees myself in Economics, I was impressed with both his knowledge and especially his honesty. Having been a successful entrepreneur, he chose to raise his two young children (as then a single parent) in a more stable career and so had not taken time away from that to pursue a CFP certification (one of my same ten questions). My wife and I have always been impressed with Insight’s performance for us, and continue to be now that Mr. Chazin has passed the day-to-day torch to his successors, as the tone of the organization he created carries on! – David Pruett
Cadence Capital Investments
ADDRESS: 2333 San Ramon Valley Blvd #200, San Ramon, CA 94583, United States
NUMBER: +1 925-314-8513
OFFICE 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 Jamie has completely transformed how I view and manage my retirement strategy. Jamie broke down my complex retirement portfolio into an actionable, high-efficiency growth plan while eliminating costly structural blind spots—maximizing my portfolio to lead to great long-term gains. Jamie provides the exact mix of candor, forward-looking math, and practical, mechanical steps required to confidently build wealth, and I highly recommend Jamie’s advisory services to anyone looking to truly maximize their portfolio! – Rob Robinson
REVIEW #2 – Working with Jamie has been one of the best decisions I’ve made for my financial well-being. From our first meeting, he listened closely to my goals and concerns and built a plan that was realistic and empowering. He is able to explain complex topics into simple, actionable steps (which I sorely needed) and always follows through with updates and check-ins. He has helped me grow my money and I always feel confident that he has my best interests at heart (which is not always how I felt about past advisors). His professionalism, patience and genuine commitment to my success sets him apart. I am grateful for his support and would enthusiastically recommend him to anyone looking for a trusted financial partner. – Diana Peebler
REVIEW #3 – Jamie Hargrave has helped me plan and manage my money for over a decade. He responds quickly to any question or request and checks in with me regularly to make sure I am understanding changes in the market or in my goals/risk level. Jamie listens, shares different options, researches and follows through. He has my full trust, respect and gratitude for helping me with some tough decisions. – Allison Lloyd
REVIEW #4 – A few years back…I entrusting a what I now call, a “financial advisor firm for the masses”. Each year I asked my advisor, “Remind me why I am with you please.” Although he made financial sense, I didn’t experience much growth other than how I compared to the S&P 500 each year…which was just ok. But not impressed.
When I met Jamie – I realized I wasn’t with someone who is a “Fiduciary”. My own broker was tethered by corporate requirements and interests..and not entirely that of my own. He was working for two bosses (me and his firm..but mainly his firm).
Jamie is an honest, knowledgeable and ethical advisor that truly listens to MY needs and obligated to invest for anyone other than me…and my wife.
If you are looking for a positive change of your investment partner – Jamie is worth at least one meeting…it may end up being the first of many. – James Allen
REVIEW #5 – I contracted with Jaime Hargrave of Cadence Capital after almost 10 years with a large financial company. Throughout my association with my previous firm, the communication of a specific financial plan was never very clear, particularly as I approached retirement. Specifically, I had a large amount of tech stock and a large 401K account that I had accrued on my own. I was particularly concerned with addressing the volatility of the tech stock and it was agreed with my previous financial firm to start disposing of a specific stock when it recovered from the tariff impacts with a target price in mind. I decided to change management firms since no action was taken after the target price was reached for many months. That firm was not watching and acting on my behalf as discussed.
Jaime assessed my financial situation and my concerns as I was nearing retirement. He proposed a financial plan to me that was clear with specific parameters and goals. With my 401K and IRA funds, he proposed several annuities to minimize risk and to provide for my retirement expenses, long term health care, and a fund with a death benefit for my heirs. For my current stock and mutual fund portfolio, he solicited a fund manager to develop a defensive diversification plan to reduce the risk from my current portfolio by transitioning to a wide variety of stocks/ETF/mutual funds as well as maintaining some growth. This plan also set a limit for the amount of income taxes I would incur each year. In addition, Jaime has provided information to assess when to begin my Social Security retirement benefits and estate planning.
I am extremely satisfied with the current plan that Jaime has established and would recommend his services. – Albert Lee
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