Bellefontaine, OH
Golden Reserve Bellefontaine, Ohio has helped retirees throughout Logan County protect and preserve their assets in retirement. As our second oldest office, Golden Reserve Bellefontaine is close to our heart. In fact, all of our Bellefontaine advisors hail from the city, as well as 3 of the 4 GoldenReserve owners. With fiduciaries and a CPA in-house, we offer easy access to the tools our clients need to enjoy retirement. Our comprehensive approach to retirement financial planning has earned us a place on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list.
More than 1000 Ohio retirees have entrusted our team of retirement financial planners to provide the tax planning, asset preservation, and long-term care analysis they need to protect their hard-earned assets. Schedule time to meet our Bellefontaine team today.
Golden Reserve Bellefontaine is located just west of Main Street, around the corner from 600 Downtown.
Staff Members
Bart Patterson
Region Head
For GoldenReserve’s clients, tax time is less taxing thanks to Bart Patterson.
More about Bart
Todd White
Retirement Planner
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
More about Todd
Hillary Quick
Client Service Specialist
Hillary is passionate about her clients knowing she has their best interest at heart.
More about Hillary
Patrick Schmidt
Partner
When it comes to retirement financial planning, former MLB-pro Pat Schmidt is changing the game.
More about Patrick