Reviews
This profile includes reviews for Golden Reserve, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Review Ratings
Average of 135 Customer Reviews
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Review fromDavid G
Date: 03/22/2023
5 starsWe moved our accounts in December of last year. The staff was very helpful with all of the different accounts. We had an IRA, a Roth account, an Investment account and even a 457 account from teaching. We moved them into Golden Reserve with ****** and made decisions to improve our position in the market and we worry a lot less about the ups and downs. The fees….well they are much less now and we get to reinvest that money that we once were paying out to advisors. The one stop shop for investing, trusts and taxes will make life easier in the years to come. Helping us move our tax deferred money into tax free money is the goal, and Golden Reserve has a great plan to help us save money for ourselves and our kids.
I would recommend Golden Reserve to anyone who would like to have a safe and secure investment strategy and the help you need along the way.Review fromSerena
Date: 02/07/2023
5 starsSerena
Date: 02/07/2023
I used Golden Reserve to assist with my parents retirement planning. They had used the same financial advisor for years and he basically did nothing but earn commission off them. We set up a trust and tax plan. We were very impressed with the way we were treated and feel like they listened to our concerns. Highly recommend. **** * and **** are the best!
Golden Reserve, LLC
Date: 02/09/2023
Thanks for the positive review. Glad we could help your parents.Review fromKathryn B
Date: 02/06/2023
5 starsKathryn B
Date: 02/06/2023
Saw the negative reviews and needed to post my experience. I work with the Golden Reserve team in ******* ** so I can only speak to that office. The team there has been incredibly open and forthright in all dealings with them. They made me aware of the fees my advisor is currently charging and gave me multiple options on how I can work with them. Very pleased so far!Golden Reserve, LLC
Date: 02/09/2023
Glad to hear that you're pleased with your experience. The ******* ** team is great.Review fromDario S
Date: 12/11/2022
1 starGolden reserve does not manage any accounts, they were misleading making you believe that they do. They don't tell you the feel they eran on comisión of 6 percent on the companies of the annuities they put most of your money. They just charge you from 3000 to 5500 in fees weather your account is making little money or not ,then charged me money after I closed the account with them three months later with no apologies. I personally had to contact ******* swab and removed them. Very misleading company and should be ashamed of taking advantage of people retirement money. Stay away from these people, oh I can prove everything I said and have recorded calls also .Review fromJennifer H
Date: 12/02/2022
1 starTERRIBLE customer service regarding retirement funds. Assigned agent started off OK, made few adjustments to my account, & called to schedule annual review. After 4 return calls and many excuses from receptionist to schedule this meeting, I went to my scheduled review. I was informed my agent had quit, moved out of state and yet Golden Reserve had said nothing. NO ONE was monitoring my account for these months. My "annual review" was a sales pitch, why to stay with their company, given by a person who knew NOTHING of my 2 accounts (insisted I had only one account). I was asked to re-schedule again. IF YOU DON'T HAVE A MILLION DOLLARS DON'T BOTHER WITH GOLDEN RESERVE, THEY DON'T CARE ABOUT YOU and will waste your time. COMMUNICATION WAS VERY POOR.
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