Independence, OH
Golden Reserve Independence, Ohio has helped retirees throughout Cuyahoga County protect and preserve their assets in retirement. With a team of in-house advisors, CPAs, and attorneys, we offer easy access to the tools our clients need to enjoy 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 Independence team today.
Golden Reserve Independence is centrally located, next to I-480 and I-77 in the Rockside Square Two building, just east of the I-77 ramp.
Staff Members
Nick Evans
Retirement Planner
Nick Evans’s infectious positivity and forward-thinking nature helps clients build a strategy they can feel good about.
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Matt Schaefer
Senior Retirement Planner
Matt Schaefer is passionate about helping protect his clients’ hard-earned money.
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Christina Taylor
Client Service Specialist Manager
For Christina Taylor, it doesn’t get any better than knowing she’s helped someone achieve greater peace of mind.
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Luke Peters
Client Service Specialist
This proud Ohioan loves seeing clients secure a better retirement.
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