4 Best Gold IRA Investment Companies Near Me in Santa Maria, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Crosby Group
ADDRESS: 2646 Santa Maria Way #104, Santa Maria, CA 93455, United States
NUMBER: +1 805-354-7250
SERVICES: Life insurance, 401 (k) Planning, 403 (b) Planning, Advisory Services, Asset Allocation Strategy, Asset Management, Brokerage Accounts, Comprehensive Retirement Plans, Investment Options, Investment Planning, Investment Strategies, Retirement Investment, Retirement Plans, Simple Ira
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Crosby had been managing my investments for many years and doing a great job. Very professional, forward thinking, and experienced. They’re current on affairs that effect finances and anticipate the impact on their clients’ investments. I am grateful for their knowledge and wisdom. I highly recommend them. – Vicki Harrell Ahlemann
REVIEW #2 – Great people and business. I highly recommend consulting with them if you are smart enough to realize inflation will destroy any chance of retirement if you only use bank accounts. – George Crosby
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Monarch Wealth Strategies – Santa Maria
ADDRESS: 2151 S College Dr Ste 204, Santa Maria, CA 93455, United States
NUMBER: +1 805-614-4999
SERVICES: Collaborative Financial Planning, Customized Wealth Management, Entire Wealth Management, Financial Advice, Investment Accounts, Investment Strategy, Wealth Advisory Services, Wealth Management Advisors
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 – Aaron and the Monarch Team have illustrated an elevated level of professionalism through a variety of financial services and have been very timely with responses. – Jeff Neal
REVIEW #2 – The staff is always professional, responsive, caring and knowledgeable. I appreciate having a team of professionals who are there to help me with my financial planning and investment strategies. I highly recommend! – karina naughton
REVIEW #3 – Nothing but positive things to say about Monarch! It is a wonderful thing to settle into retirement and not have to worry about tomorrow financially. Highly recommend! – David Turton
Terry Dworaczyk – Private Wealth Advisor, Ameriprise Financial Services, LLC
ADDRESS: 2605 S Miller St Ste 104, Santa Maria, CA 93455, United States
NUMBER: +1 805-938-9724
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 – Terry Dworaczyk’s Ameriprise financial services is a very wholesome, friendly and professional group. Terry is a super nice guy, very precise, caring, and the most knowledgeable financial strategist I have ever known. Other financial experts will show their predictive future growth charts with an investment return of 10% or higher. But somehow, with rambling explanations, never hit the mark. Terry, on the other hand, aimed for 12% annual growth, and actually achieved 14% for us over the past two years that we’ve been with them. This is absolutely amazing! Especially for a struggling economy. Meagan is a friendly, helpful and knowledgeable lady that takes her job serious, going the extra mile to make sure everything is done accurately. Kristy is a very beautiful young lady, with great customer service and organizational skills, that always has a smile for everybody. We are so happy to have found this group and fully intend to use their services for years to come. – Don B
REVIEW #2 – Terry and his staff are amazing! We are not very savvy when it comes to investments but Terry takes his time with us and ensures we leave educated and informed. His knowledge of the markets and how to apply them to wealth management and growth make us feel like we could not be in better hands. We highly recommend Terry to all our friends and family. – Connie Wilkinson
REVIEW #3 – Terry has been extremely helpful with even the smallest detail of my financial planning. Although I am sure my account is far from his largest, he makes the time to review my accounts personally. The staff always make me feel welcome and well cared for. – Lisa Thompson
REVIEW #4 – Terry is very thorough and provides superior advice for the price paid. You won’t find another advisor more compassionate and ready to help you achieve your financial dreams. – Jenn Watkins
REVIEW #5 – I feel so confident about my financial future after leaving our appointments! – Megan Duarte
Creations Coastal Financial & Insurance Services
ADDRESS: 2236 S Broadway Ste Suite B, Santa Maria, CA 93454, United States
NUMBER: +1 805-357-5115
SERVICES: Retirement savings consulting, Tax planning, Assets Retirement, Educational Seminars, Financial & Insurance, Planning For Retirement, Retirement Income Strategies, Retirement Strategies, Tax Advice, Term Life Insurance
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can’t say enough good things about my financial advisor, Daniel Campbell. For over 6 months, he’s gone above and beyond to help me get my money out of Empower. He’s been meeting with me, calling them, and advocating on my behalf—all free of charge, using his own time. Even when it was tough, he stayed with me, and his dedication has been just incredible. If you’re looking for a financial advisor who truly has your back, I highly recommend Daniel Campell with Creations Coastal Financial & Insurance Services. – Michon Kelley
REVIEW #2 – Daniel and everyone at Creations Coastal are awesome. They go above and beyond to help us understand all the options available . With no pressure whatsoever. I highly recommend them. 👍👍 – mark graham
REVIEW #3 – Daniel and Cassie are some of the Best people I know and trust. Their Business model is sound and they truly care about sound guidance as well as education given for future investments growing general wealth for me and my family. Im very grateful they’re in my life. – Jim Risinger
REVIEW #4 – I’ve only played bingo a few times and I actually won an Apple iPad. It was so fun being part of a investment group having fun. Makes dealing with our finances not so scary. Thank you for making us feel like family and helping us prepare for our retirement!!! – Georgia Rutherford
REVIEW #5 – Daniel is the best. Creative Coastal is the place to go to keep your money safe. They are so friendly and helpful. They treat you like family. It was the best decision we ever made. – Juan Perez
REVIEW #6 – Outstanding people! These people are the experts on helping you plan for your future! I highly recommend them for your retirement needs.
You won’t be disappointed in the services they provide!
Very respectful, friendly, & knowledgeable. Thank you – Delcie Perkins
REVIEW #7 – Daniel and Cassie have treated me like family at Creations Coastal. They have a “no pressure” policy toward their clients, which I appreciate very much. Creations Coastal offers generous investment products offered by top companies with long track records. It is comforting to know that my investments in their fixed index annuities with never lose value like the volatile stock market can. – Cheryl Browne
REVIEW #8 – When we first saw the flyer for Creations Coastal, we honestly hesitated. We thought it might be one of those seminars where people pressure you into buying products or making commitments. But from the moment we arrived, we quickly realized how wrong we were.
The president, Daniel Campbell, was incredibly welcoming, knowledgeable, personable, and genuinely fun to listen to. Right from the start, he made everyone feel comfortable by clearly saying there was absolutely no pressure to buy anything, even while generously providing dinner for everyone.
What truly stood out was how engaging and informative the presentation was. It was far from boring; in fact, it was inspiring, eye-opening, and filled with valuable insights that gave us confidence to invest. Looking back now, we are so grateful that we did.
More than a year later, Daniel continues to deliver exactly what he promised: outstanding service, integrity, professionalism, and genuine care for his clients. It’s rare these days to find someone who consistently goes above and beyond, but Daniel truly does.
We are extremely happy and satisfied clients, and we highly encourage anyone who is curious or hesitant to attend one of his seminars. Go with an open mind. You may walk away with one of the best decisions you’ll ever make.
You truly will not regret it. – Arlen and Gene
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