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Business Profile

Retirement Planning Services

Golden Reserve, LLC

Reviews

This profile includes reviews for Golden Reserve, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see

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Golden Reserve, LLC has 21 locations, listed below.

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    Customer Review Ratings

    4.91/5 stars

    Average of 135 Customer Reviews

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    Review Details

    • Review fromChuck and Debra L

      Date: 07/18/2025

      5 stars
      **** has always been very helpful and very knowledgeable. We always enjoy our conversations and catching up with our lives.
    • Review fromEDWARD T

      Date: 07/16/2025

      5 stars
      The group at Golden Reserve treats their clients like family. We have never had a problem getting a hold of someone when we had a question. The group keeps you up to date on your investments on a regular basis. It's never easy to give your money to an ****************** but with Golden Reserve I have no worries. Definitely my best investment decision.
    • Review fromTony D

      Date: 07/16/2025

      5 stars
      Very informative, no pressure for anything.Great get-together social events.I have been with Golden Reserve for over a year now and have no complaints!
    • Review fromJeff J

      Date: 07/16/2025

      5 stars
      I first heard about Golden Reserve ("GR") on the radio, while driving an hour each way from our home to my former job in ************* wife and I had been clients of ******** for DECADES, and we trusted them to grow/manage our retirement savings. ******** had recommended that we transfer the bulk of our money to an actively managed account, mostly to reduce the risk of losses during market downturns. For this service, we paid a fee of 1% of assets under management (AUM).That fee seemed "normal".But then, I heard GR's radio shows & started to think....After listening to GR, I learned to consider TAXES and ESTATES.Saving money is easy. Withdrawing money is also easy. You just make withdrawals whenever you want, out of any of your random accounts.Right?NOPE.While it's "easy" to just pull whatever funds you want out of whatever account, that might result in you getting smacked with unnecessary ******** offers a holistic "package" of services. Their approach is not so much focused on saving money before you retire, but helping you wisely SPEND your money without throwing money away to Uncle *** after you ********* not only offers financial services (helping to set up accounts through ******), but they look at your individual tax burden. How much can/should you withdraw from which of your accounts (401K, **** **** ***,....), given your Social Security or Pension incomes. When should you take that money out?In addition to their CPA-driven advice, they also offer multiple other GREAT services.Their associates do your taxes every year. No extra cost.Their associated law firm offers you the ability to create or update your Will, Living Will, **************** of ************************* POA, ......and Irrevocable TRUSTS.A properly set up Trust can help you preserve your home & some other assets so they're not forcibly liquidated if you go into a nursing home.Great folks. Excellent communication. No games.
    • Review fromDonald H

      Date: 07/15/2025

      5 stars
      Provides a balance conservative profolio for retired and near retirement clients at a fixed cost conducive to fixed budgets. Provides management of a number of services for retirement such as financial, legal, health cost, & tax management. Much valued combination for retirees.
    • Review fromJo-Lynn H

      Date: 07/15/2025

      5 stars
      I am 100% happy with my decision to switch to Golden Reserve. I have worked with the local people in our area for many years with a previous company and sought them out again. I feel well taken care of. I dont understand this stuff and they make it easy.
    • Review fromTina M

      Date: 07/13/2025

      5 stars
      We had been to meet with other advisors but we felt more confidence in the roadmap created by Golden Reserve. Things are explained well and at times reexplained until it makes sense. Access to support with retirement planning, taxes and legal matters gives us confidence as we plan.
    • Review fromJuan J

      Date: 07/11/2025

      5 stars
      **** is professional, knowledgeable and attentive. He listens to our concerns and is flexible in providing solutions. The entire team is detail-oriented and effective in communication. We had great experiences with the firm.
    • Review fromBradley B

      Date: 07/10/2025

      5 stars
      I met and signed up with ****** ******* at Golden Reserve just over a year ago. I could not be more pleased, or at ease, as my retirement nears! They offer the entire package!
    • Review fromRon & Andrea R

      Date: 07/10/2025

      5 stars
      All of the staff at Golden Reserve are great! They are very professional and courteous. We love that they are an all encompassing company. Its great that we dont have to go to 3 or 4 different places to get tax advice and Estate Planning and ********* services. Its a one-stop-shop for all of that and their fees are lower than almost every other company out there.

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