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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 20 locations, listed below.

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    Customer Review Ratings

    4.9

    Average of 141 Customer Reviews

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    Review Details

    • 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

    • Cindy J

      Date: 06/02/2025

      We feel very safe and secure with the investment, tax and legal advice we have received. The people we work with are very friendly, approachable and knowledgeable.
      We are very happy with the change we made from our precious investment advisor to working with Golden Reserve.
      Highly recommend!

    • Mindy T

      Date: 05/30/2025

      It's such a pleasure to finally work with a company which seems to agree with my POV from day 1. It's exactly what I was searching for. I walked in on Day 1 and met with ******, laying out my financial status and my goals. He came up with exactly what I had hoped.

    • Peter L

      Date: 05/30/2025

      My wife and I are new to Golden Reserve and so far have nothing but very positive things to say about the company. Investments are in place and the trust is set up, giving us some piece of mind for the future. The entire team that we've dealt with has been top notch.

    • Martin A

      Date: 05/26/2025

      **** is always pleasant to work with. He presents reports in plain and simple language without too much financial jargon. He addresses questions and concerns professionally. Meetings with him make us feel like we are part of a family.

    Golden Reserve, LLC is BBB Accredited.

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