4 Best Gold IRA Investment Companies Near Me in Santa Clara, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®
ADDRESS: 4633 Old Ironsides Dr Ste 436, Santa Clara, CA 95054, United States
NUMBER: +1 408-637-0242
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Estate Planning Strategy, Finances Planning, Financial Advice, Investment Adviser, Investment Planning, Investment Research
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 – I have really enjoyed working with Ken. I met him in September and he has been incredibly helpful for me. Unlike a lot of folks out there claiming to be financial planners, Ken actually has a ton of certifications and training which sets him apart for me. He also specializes in children with special needs, and he knows from personal experience the challenges of raising a child with special needs. Overall I highly recommend Ken! – Chris Mitchem
REVIEW #2 – Ken is extremely detail oriented and goes the extra mile to make sure all financial goals are addressed, and in sync with each other. The service is fee based, which I like because he creates a financial plan with the client in mind, instead of a plan that pays future commissions to him. – Marty Gillum
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Eddie Lee – Edelman Financial Engines
ADDRESS: 3945 Freedom Cir #450, Santa Clara, CA 95054, United States
NUMBER: +1 408-516-2489
DESCRIPTION FROM BUSINESS: As a financial planner, I have the privilege of helping individuals and families achieve their personal and financial goals. By addressing your concerns and understanding what is most important to you, I will develop a comprehensive financial plan to help guide you through every stage of life. Outside of work, my wife, Kathy, and I spend a lot of time cooking, working out, and searching for our next dog to adopt (Boston terrier or Saint Bernard or both). EFE may request that clients share their experiences…
OFFICE 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’ve been working with Eddie for the past two years, and I truly couldn’t ask for a better financial advisor. He has helped me manage my money with clarity, consistency, and confidence, and I always feel informed and in the loop every step of the way. Eddie takes the time to explain things in a way that makes sense and keeps me grounded in my financial goals.
What really sets him apart is his genuine support and encouragement. He’s been more than just an advisor, he’s been an ally during some stressful financial decisions and always makes me feel like I’m not navigating things alone. I always feel like he’s in my corner and truly has my best interest at heart.
I highly recommend Eddie to anyone looking for someone trustworthy, knowledgeable, and genuinely invested in their clients’ success. – Lisa Meidl
REVIEW #2 – Working with Eddie has been a game changer. He’s incredibly knowledgeable, responsive, and genuinely invested in helping me succeed. With his guidance I feel confident about my financial future. His expertise, attention to detail, and strategic approach have made a meaningful difference in my financial planning. He provides clear recommendations, communicates proactively, and always ensures I understand my options. I highly recommend Eddie to anyone looking for a knowledgeable, trustworthy, and caring professional. – Debra Cabral
REVIEW #3 – I joined EFE in I think October of 2023 with Eddie Lee. Eddie has proven to be the perfect financial advisor I could have hoped for. He seems like a life-long friend and provides me with excellent financial and planning advice. He’s very accommodating to my financial needs and helps me understand the near & long term financial landscapes. Eddie was excellent in guiding me into retirement and helping me cross that bridge from relying on the corporate paycheck to being financially independent. I regularly need to draw funds from my accounts, but my YTD account performance is +33%! I couldn’t be more satisfied with EFE’s process and performance and Eddie as my financial advisor. – Mike Bell
REVIEW #4 – I cannot recommend Eddie Lee highly enough. I started working with him while I was taking care of my mom and before facing an unexpected layoff, and his guidance completely changed what could have been a terrifying situation. He made transitioning into retirement financially manageable, giving me immense peace of mind during a major life transition.
Eddie Lee is incredibly responsive and always there for me whenever I have a question or a concern. What I appreciate most is that he doesn’t just focus on numbers; he focuses on my life goals. Thanks to his strategic planning, I am able to comfortably live day to day and travel and, most importantly, take care of my pups. If you are looking for an advisor who truly cares about your life and your future, look no further. – susan koehler
REVIEW #5 – Eddie Lee is an exceptional financial advisor for several reasons. In addition to his technical expertise, Eddie is exceptional at listening to and decerning my life goals, and to address the financial aspects (not only investments, but also taxes, and when the time comes, social security and Medicare options) in order match them with my life choices. He offers alternatives as part of an interactive process to find the optimal strategy. He is patient with my many questions and works with me to address my concerns about markets and specific strategies. He is diligent and available for any issue, major or minor. I highly recommend him. – Robert Lantz
Altura Wealth Advisors
ADDRESS: 2005 De La Cruz Blvd #120, Santa Clara, CA 95050, United States
NUMBER: +1 408-642-1322
SERVICES: Tax planning, Wealth management, Financial Analysis, Financial And Estate Planning, Investment Advisory Services, Retirement Saving
OFFICE 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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been using JR financial for 7 years. They manage my retirement assets. I have been extremely happy with everything they have done for me. Buying stocks and annuities. Transferring funds between financial institutions. And managing my portfolio for the best financial outcome.
I highly recommend JR Financial if you are looking for personal financial management support. – Brian Crews
REVIEW #2 – I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision.
Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package. – Don Thorvund
REVIEW #3 – Excellent customer service no matter what your financial status may be. I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with. Finally, a company who genuinely cares about their clients wellbeing. – Nina Bookman
REVIEW #4 – Absolutely wonderful people to see each year and get your questions answered
Thank you guys for all your help – Maria Puente
Phuong N Quach – Private Wealth Advisor, Ameriprise Financial Services, LLC
ADDRESS: 3945 Freedom Cir Ste 460, Santa Clara, CA 95054, United States
NUMBER: +1 408-330-9220
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Phuong is knowledgable, professional and caring. She is meticulous and prepared. My experience with Phuong goes back 20 years and now I felt like I got a jack pot. I highly recommend her if you are looking for a long term relationship to help with all your finances and retirement plans. – Prat Prathnadi
REVIEW #2 – I appreciate that she’s focused on providing financial education so we can make informed decisions. Unlike most advisors, Ms. Quach is not pushy and is always respectful of whatever WE decide with our portfolio. Can’t wait to tell my friends and family about her. – Thuy T. Randhawa
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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