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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 fromJeffrey A

      Date: 07/08/2025

      5 stars
      I am 100% happy with my decision to engage with Golden Reserve. They checked all the boxes I was looking for to traverse down that retirement mountain. As an active stock trader for ************************************************************************** with the steady returns needed to maintain a worry-free portfolio.With yearly Tax Strategy meetings Golden Reserve accomplishes my goal to reduce my tax exposure when my RMDs kick in and again when my retirement assets pass on my heirs.I am looking to re-engage with the Estate Planning team in the future, specifically to create my Asset Protection Trust.And the Golden Reserve Fee Structure is ground-breaking in the retirement planning industry and aligns with my philosophy of charging for services provided rather than the size of my accounts.
    • Review fromArlington H

      Date: 07/07/2025

      5 stars
      My wife and I met ******************************** for our Annual Review. We discussed all our questions and concerns and identified what actions are needed by both of us and Golden Reserve personnel. We are very pleased with the interface and conversation we had. We were not rushed as experienced at other companies. We would encourage anyone considering changing who provides financial guidance to you to consider Golden Reserve!
    • Review fromThomas S

      Date: 07/03/2025

      5 stars
      Staff is knowledgeable, professional, courteous, attentive, thorough. Services are all inclusive...financial and legal.
    • Review fromCheryl P

      Date: 07/02/2025

      5 stars
      ******* is a good listener, applying his presentation and recommendations to fit our situation, explains things very well.
    • Review fromMatthew V

      Date: 07/02/2025

      5 stars
      Working with Golden Reserve has been a good experience. Their financial advice has kept me on track for a comfortable retirement.
    • Review fromMark N

      Date: 07/01/2025

      5 stars
      Great service, knowledge, and retirement guidance for a reasonable flat fee, and not an outrageous percentage of one's wealth. Highly recommend.
    • Review fromHoward J

      Date: 07/01/2025

      5 stars
      Clear presentation of services offered, extremely efficient follow-up, smooth execution of accounts setup taking away a lot of stress and hassle.
    • Review fromMark and Heidi M

      Date: 06/30/2025

      5 stars
      **** ******* helped us make crucial decisions regarding our retirement plans. He educated us, allowed for numerous questions and never seemed rushed. We appreciate that we didn't feel pressured to choose Golden Reserve. The services provided are well worth the fee.
    • Review fromBonnie Z

      Date: 06/29/2025

      5 stars
      **** is just wonderful. Informative and genuinely takes an interest in his clients.
    • Review fromForrest F

      Date: 06/28/2025

      5 stars
      We put a lot of effort and thought into choosing a financial advisor. Golden Reserve has been informative, transparent and helpful from the moment we sat down to talk with them. Our Golden Reserve advisor, ** ******, is easy to contact and answers all of our questions promptly. On top of that, the educational seminars Golden Reserve offers are informative also. We’ve been very pleased with the service we receive.

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