I worked with 2 financial/retirement advisor groups prior to retirement. I finally decided to go with Golden Reserve.My wife and I found this group to be the most helpful and responsive with our needs prior to and after retirement.They had many meetings with us and even “suggested” where to invest my 401-K funds several years before we signed with them.No charge!One other thing I appreciate is they charge a flat yearly rate for their services! NOT a percentage!
I worked with 2 financial/retirement advisor groups prior to retirement. I finally decided to go with Golden Reserve.My wife and I found this group to be the most helpful and responsive with our needs prior to and after retirement.They had many meetings with us and even “suggested” where to invest my 401-K funds several years before we signed with them.No charge!One other thing I appreciate is they charge a flat yearly rate for their services! NOT a percentage!