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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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Golden Reserve, LLC has 21 locations, listed below.

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    Customer Review Ratings

    4.91

    Average of 135 Customer Reviews

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    Review Details

    • Chuck G

      Date: 06/07/2024

      Golden Reserve Financial planning has met and exceeded my expectations.
      Compare them to any others and they can’t come close for the service they give to customers. You get retirement advice, tax advice plus create a Trust for our family-All inclusive with your service.

    • Marc C

      Date: 06/07/2024

      Golden Reserve and especially our advisor, **** ********, our top notch. Very customer focused and professional. I recommend them

    • Alice and Arlington H

      Date: 06/07/2024

      My wife and I have been working with Golden Reserve LLC’s Dayton, OH office for around 3 months. During this time, we’ve been encouraged to attend many lunch and learn events by our Retirement Planner and we continue to move our resources from our previous adviser while populating our “way ahead” with Golden Reserve. We’ve also been working with the associated law firm to develop an “Asset Protection Trust” which we need. We are very pleased with the approach laid out by our Retirement Planner and the level of communication with Golden Reserve associates.

    • Duncan R

      Date: 06/07/2024

      I’ve worked Golden Reserve for 3+ years and everyone has been very helpful. The financial planning and estate planning combination truly separates them from the other companies. Golden Reserve works to ensure your entire retirement planning is being reviewed. They have always been available to meet and discuss my financial needs. Highly recommended.

    • John E

      Date: 06/06/2024

      After having 4 "financial advisors", I saw they were all doing the same things: put your money in actively managed mutual funds with management fees ~1.5%, then they charge 1.5% on top of that for an "advisory fee", and push low return high commission annuities. Above all, THEY DON'T LISTEN. They expect you to go along with whatever they recommend without question or input.
      I first dealt with **** ******** when he was a new hire at one of the aforementioned "advisors", he actually listened to my concerns and made changes to my portfolio accordingly. At last, someone who acts in my best interests! When the time came for my semiannual review I found he had left the company I tracked him down at Golden Reserve and moved my accounts. There we changed my investments to low cost ETFs that have outperformed the old mutual funds, and converted an annuity to one with about 3x the yield of the old one. The fees I pay are less than half of what I paid previously, and the recommendations are not boilerplate solutions because THEY LISTEN TO YOUR INPUT. Legal advice for trusts, etc. are included at no additional cost. Try getting that at those other companies.
      Do yourself a favor, read the book "Fire Your Financial Advisor" and then make the smart move to Golden Reserve. If you're not using them, you're paying way too much to people who are doing next to nothing for you.

    • James W

      Date: 06/06/2024

      My wife and I have been working with Golden Reserve, **** ******** and his team for about a year now , and they have helped us set up estate planning , insurance, taxes and of course our finances . They have answered all of our questions promptly and have occasional get together with other clients so that we can meet and have discussions and learn from each other. It has been a very positive experience with Golden Reserve and would highly recommend.

    • Kathy A

      Date: 06/06/2024

      My husband and myself recently joined Golden reserve and we were so worried about having enough money saved to retire on but ***** has really put our minds at ease walking us through each step. He is always ready to talk to us about anything! I can’t say enough about him he really has the knowledge to back up everything he tells us ! My husband and myself really are happy with our decision!

    • Brian B

      Date: 06/06/2024

      Golden Reserve, in partnership with **** ********s, does a great job helping to plan for all aspects of retirement. I looked at several other options before partnering with them. The fees are way lower than the typical financial planning firms, but the service is top notch. I work with **** ******** and I’ve found John to be highly knowledgeable, friendly, patient and humble. I feel that my finances and legal needs are all covered so I don’t have to worry about it. I would highly recommend them!

    • Richard B

      Date: 06/06/2024

      Excellent services with focused and truly comprehensive, competent, and complete investment strategies and preservation for retirees and soon to be retired clients

    • Elaine S

      Date: 06/05/2024

      Great people. Always helpful. They have your best interests in mind. We are very grateful for everything they have done for us.

    Golden Reserve, LLC is BBB Accredited.

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