4 Best Gold IRA Investment Companies Near Me in Whittier, CA – Retirement Planning Services
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Edward Jones – Financial Advisor: Anna Li Castro, AAMS®|CRPC™
ADDRESS: 15111 Whittier Blvd # 380, Whittier, CA 90603, United States
NUMBER: +1 562-943-5787
DESCRIPTION FROM BUSINESS:
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 | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Amazing experience. We had issues with another advisor and came to her randomly for guidance. Not only did she refrain from throwing another advisor under the bus for her own personal benefit, but she took the time to explain to us the current state of our account on her own personal time and spent over an hour working with us (without an appointment)
Definitely switching over to Mrs. Castro, and would advice anyone looking for someone trustworthy to do the same! – Anthony Marino
**** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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Cerda Muñoz Advisors, Inc.
ADDRESS: 7720 Painter Ave Suite A, Whittier, CA 90602, United States
NUMBER: +1 562-222-4525
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Cerda Munoz has been the jewel of my financial world for the last 10 years, the staff is very welcoming and professional. From the start Gilbert has always been impressed with his expertise, understanding and the ability to explain complex financial matters. I have such trust for Cerda Munoz Advisors, Inc have introduced family, friends, colleagues and anyone who is in needs of a stout reliable financial advisor that will help you grow for the future. Thank You for all you’ve done – Albert Valdez
REVIEW #2 – I have been working with Gilbert for the past 7 years. He was with me during my transition from a 9-5 to establishing my business full time. As a business owner Gilbert has provided me, my business, and my family with incredible value not only with legal tax services, but with wealth management for my family and my business. You need a team of professionals by your side and Cerda Muñoz Advisors has been my choice for wealth management. If you are looking for a knowledgeable, professional and caring team I highly recommend them for all your wealth management needs. – Carlos Diaz
REVIEW #3 – Gilbert Cerda & Aaron Muñoz, are extremely knowlegeable and trustworthy professionals. Gilbert has been assisting me in managing my wife’s and my own retirement accounts and have provided great advise about how to diversify our portfolio so we can be well prepared when it comes time to retire. Their staff is always friendly and pleasant as well. I would highly recommend Cerda Muñoz Advisors to anyone who hasn’t started planning for retirement, as well as anyone looking for wealth management services. – Guillermo Urias
REVIEW #4 – Cerda Muños Advisors are truly the best at what they do. They have been my trusted advisors for many years, and I can’t overstate the value they’ve brought to my business. Having someone who can provide financial guidance through key decisions has been one of the best investments I’ve ever made.
They are reliable, transparent, and always available when I need them. Their support has been instrumental in my success, and I highly recommend them to anyone looking for experienced and trustworthy financial advisors. – Deisy Flores
REVIEW #5 – I highly recommend the Cerda Muños advisors !!! I just started working with them and so far I had been a really good experience !!!They really listed to your individual needs and they make feel very comfortable . Gilbert Cerda takes the time to explain everything with detail. It also helps that he speaks Spanish . My parents whom are also his clients , really appreciated that. I feel more at ease now that I know Gilbert and his team are making sure my money is properly being invested!! Thank you Gilbert!! – cindy Estrda
REVIEW #6 – Gilbert has advised us for almost two decades. He is very smart and he is truly a faith-filled man. He has a proven mind and process for investing, as well. During ups and downs in the market, our investments have done well.
Gilbert has helped us put the basics together, in the beginning (e.g., life insurance, emergency savings, children education, etc.). It gave us peace, knowing that our foundation was set. When we were planning to start our own business, he gave us great guidance then, too. Now that we are growing, he keeps ahead of us with great advice. He keeps an eye on our account and reminds us to take action when needed. I can’t say enough. – Vernon Atwood
Natalie Rose Financial Solutions
ADDRESS: 13117 Philadelphia St, Whittier, CA 90601, United States
NUMBER: +1 626-780-2609
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 – I used Natalie again for a different matter. And she really helped me out again. She is very nice and professional I highly recommend her. I have known Natalie for a long time. And I have used her for different businesses that she offers. I have been very happy with all her help. She is professional, smart and very nice. I highly recommend her. – Abe Perez
REVIEW #2 – Natalie is the best! I was beyond satisfied with all the services she helped me with. I definitely recommend her to anyone. – Keefe Wright
Integrity Independent Financial & Insurance Services
ADDRESS: 13104 Philadelphia St # 207, Whittier, CA 90601, United States
NUMBER: +1 909-858-0196
DESCRIPTION FROM BUSINESS: We are a full service line financial advice firm, focused on helping our local community with all aspects of financial planning. We specialise in Retirement Planning, Estate Planning, & Risk Management, providing protection & certainty for you & your loved ones.
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 – My husband and I have now been with Oliver Payne for 1 and 1/2 years and are quite satisfied with the service we have received. From the first day we met Oliver, he gained our trust as he confidently took his time in answering all our questions and concerns. He took into consideration our age as we are elderly and worked a strategy that would fit our goals, Oliver was able to show us how our 401k had not been earning the most. He is always available to answer our questions and feel well cared for by Oliver. – Thelma Dominguez
REVIEW #2 – I cannot recommend Oliver and the team at Integrity highly enough. Planning for retirement and ensuring your family’s financial well being can be overwhelming in the current climate, but I immediately felt at ease during my first meeting with Oliver. It was such a relief to have someone sit down and actually listen to your needs and concerns without immediately jumping into a sales pitch. The peace of mind I have gained knowing that my financial house is in order cannot be measured. Thank you Oliver! – Enrique Meza
REVIEW #3 – Integrity Financial is such a great help and have always been there to assist in my financial planning and management needs. I feel confident referring my family and friends knowing they will be taken care of! – Jossiah Garcia
REVIEW #4 – I believe I have the best Financial planner in the world. He is flexible professional and has catered to all my financial goals and guided me through a maze of complications. Oliver is dependable and extremely knowledgeable.
Thank for your continued support. – Shivanthini Miller
REVIEW #5 – We highly recommend consulting with Oliver Payne. We have been clients of Oli for a few years now and we appreciate the depth of knowledge he shares when it comes to building a path toward financial security. Upon initial meeting, Oli was able to assess our financial history and provide cost effective life insurance and retirement benefits that suited our finances and family without any undue pressure. What makes Oli standout is that he sincerely cares about his clients’ wellbeing which is evident in the time he takes to share plans, find solutions, provide annual updates, and respond to queries in a timely manner. – April Gin
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