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
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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Michael Gentile
Retirement Planner
Down-to-earth and tenacious, Michael Gentile doesn’t give up when it comes to helping his clients achieve their goals. More than anything, he wants each of his clients to reach financial peace of mind.
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Nick Faust
Retirement Planner
Nick Faust loves his community, meeting new people and building lifelong connections.
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Kate Johnson
Retirement Planner
Kate considers herself an advocate, helping her clients understand the planning they can do today that will help safeguard their financial security tomorrow.
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