4 Best Gold IRA Investment Companies Near Me in Valencia, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Meza Wealth Management
ADDRESS: 25600 Rye Canyon Rd, Valencia, CA 91355, United States
NUMBER: +1 661-255-0146
DESCRIPTION FROM BUSINESS:
STORE 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 – 5:30 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Trusting the financial advise you get is so important, and I trust Meza Wealth. The are of great assistance in my planning and implementation for saving and investing. – Chip Meyer
REVIEW #2 – I love being able to call my investment company and talk to a knowledgeable person, Jorge Meza is a tremendous asset and a heck of a great guy I highly recommend for you wealth management.
Sincerely Mark Beaulieu from Aamco transmission and car care of Santa Clarita – Mark Beaulieu
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Prosperitas Financial
ADDRESS: 25060 Avenue Stanford # 100, Valencia, CA 91355, United States
NUMBER: +1 661-255-9555
DESCRIPTION FROM BUSINESS:
STORE 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’ve been working with Robert at Prosperitas for about 2 years now. He’s been very instrumental in helping me open my new fitness studio, and I couldn’t be more grateful for his support. He’s been straightforward and honest with me every step of the way helping me make good decisions. Robert doesn’t just give advice—he helps me see the bigger picture and plan for both my immediate goals and long-term future. Thanks to his guidance, I’ve already seen positive results in the growth of my new studio and feel much more confident about my financial path. I highly recommend him to anyone looking for someone trustworthy, knowledgeable, and genuinely invested in their success. – Ama B.
REVIEW #2 – Earlier this year, I researched and recommended my parents (retired) to start working with Prosperitas. My parents have been working with Robert Clark from Prosperitas for a few months now. I have attended every meeting with them. Prosperitas has been nothing but kind, helpful, respectful, smart, thorough, and overall incredible – since the start. I love this boutique firm’s commitment to service and financial understanding for those without financial literacy. My parents are relatively new to financial planning and they trust Robert. I’m really lucky to have found this company to help my parents. This firm has no minimum investment requirement either, meaning anyone at any dollar amount can get the same high quality service and financial planning. I highly recommend. – Alyssa Y
REVIEW #3 – Prosperitas Financial takes a different approach to the way they handle wealth management. I met with Chris Ingram years ago to discuss my financial future. Chris was so patient with me and he explained things in a way that I could understand. He didn’t care that I had so little to work with at the time. I feel like I left his office with a solid plan and an understanding of how things work. Through the years as the business has grown, I still see the same level of customer service and personal touch. The entire staff at Prosperitas is focused on the client. I highly recommend Chris and his team to all my clients and friends – Josh Rivas
REVIEW #4 – Robert Clark at Prosperitas Financial has been our advisor for about a year now, and my wife and I couldn’t be happier with his services. Robert took the time to sit down with us and create a plan that was truly tailored to our needs. Not only did he develop a solid financial strategy, but he also designed a life insurance policy that fits us perfectly. His professionalism and constant availability to answer all our questions have been amazing. We highly recommend Robert Clark and Prosperitas Financial to anyone looking for a fantastic and reliable financial advisor. – Collin Davis
REVIEW #5 – There are not enough stars to rate how I feel about Chris Ingram and Prosperitas Financial. Life changing is not an overstatement. I have referred them to my entire family and many, many friends. I have been with Chris for well over 10 years and there is no one I would trust more with my investments. Katie and his entire team are wonderful. 100 stars for this organization!!! – Alison Lindemann
REVIEW #6 – Prosperitas Financial is fantastic! They stand above the rest because of their individualized care and attention to their clients goals. Chris and Robert are class acts and I am very grateful for their help. From consolidating fiancial data into one portal to other services such as 401k and insurance, they offer advice and support without being pushy or upselling. If you’re looking for a place to start a plan or looking to upgrade your investment portfolio, Prosperitas comes highly recommended! – Brian Edwards
REVIEW #7 – It has been a wonderful experience working with Robert Clark. After our original meeting, he presented me with a personalized financial plan that would help me reach my financial goals. It wasn’t a generic plan that most financial advisors give you as he included other investments such as real estate in my plan. He has gone above and beyond to make sure I am a satisfied client. From taking the time to meet in person to sending me videos reviewing my account, he always makes me feel like I am a priority. I even called him out of the blue to ask him if I should sell or refinance an investment property and the following morning, I opened my email and saw a full analysis of what each decision would look like. – Troy Yudin
REVIEW #8 – I highly recommend working with Fred Wachtel of Prosperitas. He is professional, trustworthy, and incredibly smart when it comes to managing your portfolio. He “eats his own cooking,” as he likes to say, and it makes me feel like I’m truly in the hands of someone who has mine and my husband’s best interests in mind. Fred is also personable and easy to talk to, which for me is a huge “must” in a financial advisor. I cannot recommend Prosperitas and Fred enough! Thank you for your help. – Melanie Voltz
REVIEW #9 – My family and I have been working with Robert Clark at Prosperitas Financial for close to a year, and we have been extremely pleased. He really took the time to get to know us and find out what is important to us; our values, and goals, so that he could cater our portfolio to our actual priorities and plans. Robert explains complex concepts in a way that makes them easy to understand, and he always presents options that are tailored specifically to your needs.
He really listened and was able to build a comprehensive plan that is tailored to our family and lifestyle. He has gone above and beyond in providing advice and research for various scenarios that we may face now or in the future. We have found Robert and his team to be relatable, knowledgeable HONEST, and extremely helpful. Robert provides clear guidance and peace of mind. He truly cares about his clients.
Robert’s expertise, integrity, and personalized approach made all the difference in our financial planning journey. I always feel confident in his advice, knowing he has our best interests at heart. Thanks to Robert’s guidance, we have experienced tremendous financial growth and peace of mind.
Robert and his team exceeded our expectations and opened up several opportunities to maximize our potential. He made the process simple and as easy as possible. I highly recommend Robert Clark and Prosperitas Financial to anyone looking for trusted financial advice. – Nurse Connie
Edward Jones – Financial Advisor: Diana Reyes, CEPA®|AAMS®|CRPC™
ADDRESS: 26701 McBean Pkwy Suite #150, Valencia, CA 91355, United States
NUMBER: +1 818-892-2244
DESCRIPTION FROM BUSINESS:
STORE 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 – Diana Reyes epitomizes what a Financial Advisor should be. Diana is a warm caring person. She has a deep analytical ability and will take the time to learn about your financial situation and develop a clear strategy on how to achieve your financial goals. – alan kaminsky
REVIEW #2 – To say that Diana Reyes is an outstanding financial advisor would be an understatement. When my husband and I first met with her in 2010 at Edward Jones, we were immediately impressed with her professionalism and her exceptional knowledge of her field.
For over a decade, Diana has blessed us with her financial guidance. She was able to find the income that we needed when we first started working with her. She continues to competently guide and assist us with our financial goals.
Diana Reyes along with her amazing team, Maria Aleman, Senior Branch Office Administrator and Mary Ajungo, Branch Office Administrator are to be commended for their incredible understanding and compassion during a very difficult time that I faced last year. They went out of their way to make an extremely stressful situation bearable for which I am ever so grateful.
To have a professional relationship with Diana Reyes and to be treated with such kindness and thoughtfulness cannot be given a monetary value. It is impossible to give enough well-deserved praise to Diana, Maria and Mary, who are a remarkable team of professional and compassionate women.
I consider myself beyond fortunate to have Diana Reyes as my financial advisor and highly recommend her services to others who are in need of financial guidance! – Candace Royden
The Stewardship Solution
ADDRESS: 25350 Magic Mountain Pkwy Suite 300, Valencia, CA 91355, United States
NUMBER: +1 661-829-4154
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 10:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 5:00 PM | |
| Wed | 10:00 AM – 5:00 PM | |
| Thu | 10:00 AM – 5:00 PM | |
| Fri | 10:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve worked with The Stewardship Solution for over 18 years. Derrik Hubbard has guided me successfully through the years with my retirement planning. He is personable, easy to contact, very thorough in any financial explanations or instructions, follows through, and is also very patient. Even his office staff offers good customer service and is accountable. I am extremely pleased with his company and I would recommend it and him to anyone, single or married. I believe I would not be in my comfortable retirement position if it was not for Derrik. Whether you have pensions, 401k, 403s, annuities, savings, etc,, The Stewardship Solution, LLC is an excellent choice for any financial and/or retirement planning. – Diana Vaughan-Jones
REVIEW #2 – The Stewardship Solution organization, led by Derrik Hubbard, has been my go to retirement / investment resource for many years. The fact that I’m fully ready for retirement spoaks volumes about his engagement and effort on my behalf. He knows his stuff and stays on top of new investment opportunities and trends. And he’s a straight shooter, letting you know if what you want to do is reasonable and attainable or pie in the sky. If you want someone that will honestly engage with you to plan a solid future, Derrik is your guy. – Sam Erdman
REVIEW #3 – My wife and I really appreciate Derrik’s insight and help with our financial planning. I didn’t do a very good job preparing for retirement, but with his help we have our ducks in a row and we are set to look forward to it when it comes. We have a date and it looks like we are in good shape. He knows his products and how to manage them, so we would highly recommend his services.
– Richard Engel
REVIEW #4 – Derrik has been wonderfully sensitive to my husband and me. I have health issues that caused rescheduling of appointments at the last minute and Derrik made himself available to help us get our retirement plans in check. He spent a great deal of time with us and asked the important questions to help us make decisions for our future. We look forward to our next meeting with him, to review some options to help us keep our hard-earned savings working for us beyond sitting in a passbook savings account. I looked for a financial advisor for a long time before finding Derrik. Years ago, we thought we were setting up a living trust, only to find that our rep wanted thousands of dollars from us to invest in a specific life insurance product that he represented. We didn’t trust in advisors for years. As I interviewed advisors, I insisted that they be an independent advisor who could show us many products to invest in. We are extremely pleased with Derrik’s hard work on our behalf. – Vera Bierend
REVIEW #5 – Excellent service, very professional in handling financial planning. We have worked with Derrik for over 10 years and have been extremely pleased with his financial management. He has a good pulse on the stock market and in helping us plan for our future. If you are looking for a reputable and trustworthy person to guide you through the labyrinth of financial planning, he is your guy! – Doreen Schwamb
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