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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

    • Sue H

      Date: 06/06/2025

      My husband and I have worked with *** ********* for the past couple years. He has a genuine interest in learning about us, our family, and our personal plans in retirement. To him it is not just about investing our money, but truly developing a strategy to ensure we can be financially secure while still having fun and enjoying our retirement. It is great to work with a company and people that we can trust to have our best interest at heart .

    • Lori H

      Date: 06/05/2025

      ** is a very comprehensive company that has so far appropriately met our needs. Questions and concerns are addressed in a timely manner.

    • Robert M

      Date: 06/05/2025

      They do a great job. They are willing to work with you. Katarina and Tim are the best.

    • Theodore B

      Date: 06/05/2025

      Our experience with Golden Reserve has been excellent. Our retirement planner *** has been a pleasure to work with. From the very beginning there was never any pressure to join. *** explained Golden Reserve's investment strategy in easy to understand terms. I would definitely recommend Golden Reserve to anyone who is nearing retirement or already retired.

    • Chuck G

      Date: 06/05/2025

      Golden Reserve has provided the financial consulting and tax management planning that we sorely needed as we entered our retirement years. **** ***** in the Bellefontaine office, is friendly and professional. He has guided us to a better place financially for our future and our children’s future.

    • John H

      Date: 06/05/2025

      Having been with a number of financial planners over the years we highly recommend Golden Reserve. They have a unique strategy when it comes to the market and fees which sets them apart. Our questions have been answered in simple easy to understand terms. And customer service has been excellent

    • Kenneth D

      Date: 06/04/2025

      We recently shifted or retirement plan to Golden Reserve as they provide services we have been looking for and been unable to find through other advisors. And the fee structure is excellent.
      Our time spent withe ** and his staff has been very informative and pleasant. We have already begun to talk to friends and family about our experience. It is early in the process for us, but we anticipate a smooth transition and a great plan that fits our needs for our future which protects our hard earned savings.

    • Dave K

      Date: 06/03/2025

      Weve been enjoying the services of Golden Reserve for years. They are always helpful and easy to talk with. Golden Reserve has provided guidance and stability in a turbulent market. Their strategy to increase wealth while also protecting assets has been effective and builds confidence in uncertain times. I really appreciate the tax planning and support.

    • Todd L

      Date: 06/03/2025

      Highly recommend. Nothing but great things to say about team at Golden Reserve. Made retirement planning stress free, the way retirement is supposed to be.

    • Joyce H

      Date: 06/03/2025

      **** is exceptional in helping with my needs and knowledgeable with my finances

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