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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

    • Josephine and William D

      Date: 06/26/2025

      We have been working with Golden Reserve since 2014, and our experience has been nothing short of excellent. From the beginning, they have demonstrated professionalism, transparency, and genuine care for our financial well-being. The representative we work with is patient, knowledgeable, and always available to answer our questions in a clear and reassuring manner.

    • Frank K

      Date: 06/26/2025

      Great conservative approach to retirement planning. Willing to work with you for your individual situation - no cookie cutter approach. Provides education on the various things needed for retirement planning.
      More reasonable planning fee (fixed) per year. Provides legal planning as well although pushing an irrevocable trust which for most will not provide much if any benefit is a bit disappointing.
      Would like to see a more robust retirement planning model which are available from other retirement planners which can account for taxable vs. tax free accounts, sequence of returns, monte carlo simulation, etc.

    • Mike M

      Date: 06/24/2025

      From start to finish, the process of learning about what Golden Reserve could do for us to moving our portfolio over from various sources has been extremely professional and seamless. Their team took the time to explain their approach to retirement planning. Their flat-fee model set them apart from our previous financial advisor. We highly recommend Golden Reserve to anyone seeking retirement planning.

    • Timothy D

      Date: 06/24/2025

      *********** and honest company. I never felt like i was being sold something.

    • Bryan G

      Date: 06/24/2025

      I have been happy with the services provided by Golden Reserve. I like their flat fee approach, which saves a lot of money for most compared to the percentage approach used by others. I also like that the fee includes tax services and estate planning. They are professional and responsive.

    • George B

      Date: 06/24/2025

      Both the Service and knowledge of our advisor have exceeded expectations!

    • Charles & Pauline R

      Date: 06/24/2025

      Very pleasant * welcoming office. ** * *** staff very knowledgeable * helpful.Willing to fully answer all our questions. Would highly recommend t*** company to others

    • Lynn K

      Date: 06/23/2025

      The best move we made was moving our money to Golden Reserve! Everyone we've ever had any contact with have been absolutely wonderful, most especially **** ********! Thanks so much everyone at Golden Reserve! *** and **** **********

    • Thomas C

      Date: 06/23/2025

      Very friendly and knowlegable people. Always glad to meet with them and get their advice.

    • Lane B

      Date: 06/22/2025

      I have been working with **** at Golden Reserve for two years after years at other financial companies and doing investments myself. **** has made this part of my life so much easier and less risky. I am more safe and feel protected as a senior than perviously. One of the best services is that there is always someone available to answer my questions although **** always calls me back the same day or the next. Golden Reserve also takes care of my taxes included in the same fee which is very helpful as they know everything about my somewhat complicated finances all year long.
      I have not been disappointed with my decision to trust **** and Golden Reserve
      **

    Golden Reserve, LLC is BBB Accredited.

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