Reviews

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

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Golden Reserve, LLC has 21 locations, listed below.

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  Golden Reserve, LLC

  270 Bradenton Ave Ste 106 Dublin, OH 43017-7516

  
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  Golden Reserve, LLC

  698 Morrison Rd Ste B Columbus, OH 43213-4419

  
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  Golden Reserve, LLC

  1530 W Church St Ste B Newark, OH 43055-1532

  
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  Golden Reserve LLC

  1881 Dixie Hwy Ste 104 Covington, KY 41011

  
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  Golden Reserve, LLC

  6133 Rockside Rd Ste 303 Independence, OH 44131

  

Review Details

• Review fromBrian P

  Date: 06/13/2024

  5 stars
  Easy to work with and takes the time to explain why they do what they do. Pleased so far with the results.

• Review fromDavid C

  Date: 06/13/2024

  5 stars
  My wife and I have never thought much about retirement. We were like whatever happens will happen. We were referred to **** by a friend and I was amazed at how we instantly bonded. What a great guy. He educated us in a way we had fun with it and we have certainly learned a lot. We feel our finances are very well managed and are safe and we have some new friends as well I recommend **** and Golden Reserve to everyone. The staff there have been amazing and this past years tax preparation was so easy. The learning lunches they have are very informative and we meet other nice people there. You have to stop by and talk with ***** and **** to see what you are missing.

• Review fromRobert P

  Date: 06/13/2024

  5 stars
  I like the fact,they we're professional and caring and friendly

• Review fromJoAnn E

  Date: 06/12/2024

  5 stars
  Golden Reserve has been very helpful with the plans we make for our retirement. We love working with **** ********* and ******* as they are friendly and smart. When we visit their office
  or go to Lunch and Learns, it is always made special for all of us retirees. The Customer seems
  always appreciated.
  Yours Truly,
  ***** E and *** ********

• Review fromChristine D

  Date: 06/12/2024

  5 stars
  I would recommend Golden Reserve I have had nothing but a positive relationship with them. **** ******** is my financial planner and he does a fantastic job. I have been with them for more than five years, and I honestly can tell you that my portfolio has increased in those five years irregardless of the distributions that I’ve taken. I started with them prior to my retirement, and I am very satisfied with the care they have personally given me. They provide seminars monthly on various topics regarding retirement strategies, and frankly many other topics I’ve enjoyed those and of course you get a free lunch and or dinner that’s always pleasurable. We have discussed financial planning in retirement, Trust service, income tax preparation, The flat fee is also wonderful. I recommend Golden Reserve they have certainly benefited me. They have a wonderful, caring staff and I’ve enjoyed being one of their clients for more than five years. ********* D.

• Review fromMarkMcC

  Date: 06/12/2024

  5 stars
  My wife an I retired several years ago. Having spent years in the financial service industry and knowing many individuals who still work in that business, I longed for firm that had a long-term retirement strategy that made sense to us. One Sunday morning, I heard a Golden Reserve infomercial which resonated deeply with, what I believed to be, a sound retirement strategy. Even after working in the industry, I’ve always struggled trying to justify the, seemingly standard, 1% annual fee on your retirement assets. Over a 25-year retirement, that is an absurdly huge number. Golden Reserve charges only a flat fee, in our case a fraction of the industry standard, and it includes completing a basic annual tax return and several legal services. Beyond that, they promote a structured process of “de-taxing” old IRA assets, lessening the tax burden on a future surviving spouse. The approach just made sense! I have encouraged several of my friends to read their book “Fire Your Financial Advisor.”
  In any event, we met with **** ******, their local advisor and couldn’t be happier. He and his team have been wonderfully attentive and responsive to all our questions and concerns. Golden Reserve is also incredibly transparent as it relates to their fees. Again, having worked in the business, that is quite refreshing, if you ask me. Their strategy just makes sense and is incredibly cost effective. We would highly recommend working with **** and Golden Reserve.

• Review fromDeborah M

  Date: 06/10/2024

  5 stars
  I met with Golden Reserve in July, 2023 to analyze my financial profolio. I was not happy with the company I had been with for over 15 years. My accounts were not growing as well as they should have. E.g. I had a $25,000 annuity since 2017 and it had only grown $689.00. I was paying a ridiculous amount of fees and hidden fees. My money had not been invested wisely. Golden Reserve helped me put my monies in the appropriate accounts. My accounts are growing at a good rate. They have also helped me with my estate planning to protect my assets if I was to get sick. I have complete confidence in Golden Reserve. I feel that they have been working in my best interest to get me through retirement and end of life. I also like the fact that they stay in constant contact with their clients with annual meetings and lunch and learns. I would highly recommend ** ******.

• Review fromRonald W

  Date: 06/08/2024

  5 stars
  We like the way they approach retirement planning. The flat fee is a bonus with the access to tax services and trust services included... When we call for questions or retirement toy purchases, they respond quickly...

• Review fromDave H

  Date: 06/08/2024

  5 stars
  Just had my annual review and I must say I am very pleased. The Canton office folks really do a good job and I am thankful for them. Highly recommend Golden Reserve for all your retirement planning needs.

• Review fromCharlotte W

  Date: 06/07/2024

  5 stars
  My husband and I are retired and have been clients of Golden Reserve for just over a year. We went to many different presentations from different groups as we tried to figure out what changes, if any, we should make to our financial assets with our new position in life. We had been very happy with our financial advisor for many years, but understand that it makes sense to change your strategy as you get older. We met several times with a Golden Reserve advisor who was helping to open a new office in Dayton. Once we decided to “pull the trigger”, we scheduled a meeting to sign up. We were told we would meet with a different advisor as the original one had moved on. We agreed to meet with ** and started the process of building trust over again. We couldn’t be happier. Everyone we have worked with has been friendly, helpful, courteous, kind and respectful. We believe in the process. We know we are saving money and we are very confident that our assets are protected and growing. ** listens and gets to know his clients and makes recommendations that are customized for each client. As he said to me, he appreciates that he is part of our inner circle and he takes that very seriously. We appreciate the annual review as well as the annual tax review and the monthly Lunch ‘n Learn sessions. We would recommend Golden Reserve to anyone!