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Business Profile

Retirement Planning Services

Golden Reserve, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

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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    Customer Review Ratings

    4.91

    Average of 137 Customer Reviews

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    Review Details

    • John C

      Date: 08/12/2024

      My wife and I have been with Golden Reserve for 3+ years now. We really enjoy working with *******************, his professionalism is second to none. I highly recommend anybody that is within a year of retiring to stop in at Golden Reserve.

    • Edward L

      Date: 08/09/2024

      We started with Golden Reserve in 2019. The combination of legal and financial expertise is unbeatable. They offer education and services that opened our eyes to the amount of fees and hidden charges that were being taken out of our investments. After reading ****'s book, Fire Your Financial Advisor: 40 Years of ******************** of the American Retiree, and How You Can Fight Back, I began digging into our investment statements and was stunned. **** nailed it. "The other guys" had been taking monies out for their services on top of the charges by each of the mutual funds they put us into. In my opinion, the fees were NOT clearly identified or explained. We moved everything at that point to Gold Reserve which has fixed fees that are explained up front.We are very happy we did this and have had excellent service. *************************, our advisor, is very good and answers our questions concisely and clearly. We feel fortunate to have them on our side. Thank you ****** Reserve team for helping secure our future.

    • Tonya H

      Date: 08/04/2024

      My husband and I have been Golden Reserve clients going on 2 years now. We have an Estate Plan with all 5 necessary documents up-to-date. We have an Asset Protection Trust that protects and preserves our house and other property in the event of a ******** spenddown because of a long-term care event. Also, we have a properly balanced investment portfolio that offers adequate protection while assuming proper-level risk as we are about 3.5 years away from retirement at the age of 62. Round that out with an evolving tax plan, tax filing services, easy access to our retirement planner and very simple access to in-house CPAs, elder care attorneys (*************), and an impressive team of other retirement planning support staff. NOTE that Golden Reserve is a FLAT FEE based company. They do NOT care the balance of your investments in order to pay themselves for their list of services. All clients pay the same amount annually (by quarter). And its actually quite inexpensive by relative comparison. Very well thought out plan by GR. Its NOT about the zeroes in your account, its ABOUT YOU and your happy, wholesome, and healthy retirement! We are looking forward to ours, and highly recommend Golden Reserve for yours! We live in northeast **** so heres a BIG shout out to the Canton Team!

    • Joe H

      Date: 07/12/2024

      I can only speak to my personal experience and have been with Golden Reserve for only six months. I was with a financial advisor for the first four years of my retirement and he made me a lot of money. What I couldn't get from him or any other financial company that I investigated was retirement planning and wealth security. I found out about Golden Reserve from a dinner seminar and they checked all my boxes for the company I wanted to intrust my retirement savings with. There was zero pressure and they provide a list of very helpful long time client references, that I did call, which all had nothing but great things to say about their experiences. They also took care of my number one new years resolution to set up a will, trust, and personal long term plan at no additional charge. They've put together a plan that I realize will not be seeing the huge gains of recent months but steady secure growth. I know I will not loose any of my hard earned money with their strategy when the market makes the massive correction that WILL be coming. So if your looking for a company has your best interest in mind, provide one stop comprehension retirement planning, monthly lunch and learn seminars, and all included tax, will and trust preparation and maintenance at a fixed yearly fee not to go up, then check out Golden Reserve.

    • Joe S

      Date: 07/07/2024

      In early 2023 we decided to leave our former Financial Planning firm for various reasons. We began to interview and review several firms that would support our retirement needs. Our main goals were to protect our assets and funds while minimizing taxes. We chose Golden Reserve, LLC because of their associates and their Retirement Model that addressed our concerns and needs. Golden Reserve is a total “one-stop shop” offering Financial Guidance, Legal Advice on our Will & Trust (asset protection) and Tax Preparation.
      We have been with Golden Reserve since October 2023 and have utilized all their services. We have found the Golden Reserve team to be knowledgeable, comprehensive, efficient, fee competitive and very responsive to our concerns and questions. All the Golden Reserve associates that we have dealt with have listened to our questions and addressed our concerns in language that we can understand.
      We have also found their “Lunch & Learn” meetings to be very beneficial in furthering our education in the financial/retirement/tax world.
      Based on our experience we would highly recommend Golden Reserve to be a part of your retirement plan.

    • Elizabeth M

      Date: 07/01/2024

      ****** ******* is a true professional, listens attentively to his Client’s needs and goals and has been an absolute pleasure to work with. We highly recommend him to anyone in need of retirement guidance!

    • Mark P

      Date: 06/29/2024

      **** was great helping us through the process of retirement planning. Golden Reserve had what we were looking for in creating an account that is stable. We are looking forward to a safe invested retirement.

    • Gary M

      Date: 06/27/2024

      I learned about Golden Reserve through the radio. I decided to explore the benefits that Golden Reserve covered on their radio program which seemed to fit my situation as a retiree. My meetings with the Golden Reserve staff were informative and straight forward and I decided to use their services. I now feel that my retirement is more secure and also my wishes upon my death will be executed with the least amount of expense and legal involvement. I also have more confidence that my family will benefit from the plan that Golden Reserve designed. I would recommend that one should explore what Golden Reserve offers - I am glad I did.

    • Edward P

      Date: 06/18/2024

      We saw a TV ad about Golden Reserve and what was presented was exactly where we were at in our life as retired seniors, having accumulated some assets but wondering what to do with them besides taking RMD's. Our advisor ****** presented a plan for us that made a lot of sense and "cents" going forward, which included tax planning and long term care considerations. We would highly suggest to at least take an honest look at where you are at and give them a chance to review your situation.
      ** *

    • Mak N

      Date: 06/17/2024

      Golden Reserve and specifically the Dayton office has handled our retirement portfolio for a little over a year and we are very happy with the results so far. They have been very responsive to any questions we have and do a great job explaining our financial situation in a way we can understand. We appreciate that they schedule regular meetings to sit down with us versus our having to reach out to them and arrange a meeting. We are very pleased with the tax preparation, legal services and "Lunch and Learn" programs offered as a part of our affiliation with Golden Reserve. There are plenty of firms out there who can help you manage your money but we think Golden Reserve is one of the best.

    Golden Reserve, LLC is BBB Accredited.

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