Golden Reserve Delaware, Ohio has helped retirees throughout Delaware County protect and preserve their assets in retirement. With more than 25 years of investment and estate planning experience, and a CPA on staff to assist with tax planning, we make it easier for you to get the most out of your retirement. Our comprehensive approach to retirement financial planning 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 Delaware team today.
Golden Reserve Delaware is located in the heart of downtown Delaware, near the Rutherford B. Hayes Elementary School.
For GoldenReserve’s clients, tax time is less taxing thanks to Bart Patterson.
When it comes to retirement financial planning, former MLB-pro Pat Schmidt is changing the game.
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
Client Service Specialist
Tristin’s personal motto of “work hard and ALWAYS do your best” is evident in his client service.
Christian’s greatest goal is to help his clients achieve a great night sleep. And the best way to do that is by helping them secure their retirement.