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US / CA / San Jose
Golden Trust Financial Corporation photo
Golden Trust Financial Corporation photo
Golden Trust Financial Corporation photo
Golden Trust Financial Corporation photo

Golden Trust Financial Corporation

Address: 2690 S White Rd #60, San Jose, CA 95148, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Tax Preparation Individual Tax Preparation $100 - $250
Business Tax Preparation $200 - $500
Tax Audit Support $150 - $300
IRA Services IRA Account Setup $50 - $150
IRA Management $100 - $300
IRA Rollovers $75 - $250
401(k) Consultation 401(k) Account Setup $75 - $200
401(k) Rollover Assistance $100 - $250
401(k) Management $100 - $300
Health Insurance Consultation Health Insurance Policy Review $50 - $150
Health Insurance Enrollment Assistance $50 - $100
Medicare Consultation $100 - $200
Tax Planning Annual Tax Planning $100 - $300
Tax Strategy Development $150 - $400
Estimation of Tax Liabilities $50 - $150

What people love

From reviews
Knowledgeable staff Excellent service Thorough explanations Patient service Fair pricing Friendly staff Helpful with taxes Quick appointments Trustworthy company Attention to detail

About this business

Golden Trust Financial Corporation is among the top financial services companies in California. It is run by a highly capable and experienced management team who have worked in financial institutions for many years and who are committed to offering outstanding services. We at Golden Trust Financial Corporation are recognized in San Jose, California, and the surrounding Bay Area towns for providing growth to our clients. Secure investments create steady growth for us, and we are very cautious with our clients' funds. We don't prioritize sales; instead, clients are at the top of our agenda, helping us differentiate ourselves from our peers. Golden Trust Financial Corporation ensures that our clients pick the right investment plan according to their desired outcomes and required capital.

Reviews Summary

The tax filing service of Golden Trust is extremely recommended by its patrons. Jasmine possesses profound knowledge about taxes. She is approachable, attentive to details and explains everything in a simple and understandable manner. Many customers commend the meticulous and thoughtful service they received. The staff are described as kind, professional and helpful. It is discernible from the comments that the booked appointments are always observed and completed at the prescribed dates. Furthermore, there are instances when the customers also commend prompt, excellent and affordable service. It is seen that there are suggestions from the clients for the improvements as well.

Frequently asked questions

7 questions
What do clients say about the work done by Golden Trust Financial Corporation?
Clients frequently praise the team for their thoroughness, professionalism, and responsiveness. Reviewers highlight the exceptional customer service, particularly from Jasmine and Ngoc Thao, noting their patience and detailed explanations during tax preparation and financial consultations.
Does Golden Trust Financial Corporation provide tax audit support?
Yes, they offer tax audit support as part of their tax preparation services. Clients have expressed satisfaction with the team's expertise and assistance during tax-related inquiries.
Can I get help with my IRA management at Golden Trust?
Absolutely, they provide IRA management services, including account setup and rollovers. Reviewers appreciate the knowledgeable staff, especially Kieu Hanh, for their guidance in managing IRA accounts.
What are the operating hours for Golden Trust Financial Corporation?
Their operating hours are as follows: Monday: 9:30 AM-6:00 PM, Tuesday: 9:30 AM-6:00 PM, Wednesday: 9:30 AM-6:00 PM, Thursday: 9:30 AM-6:00 PM, Friday: 9:30 AM-6:00 PM, Saturday: Closed, Sunday: Closed.
How does Golden Trust assist with tax planning?
They offer comprehensive tax planning services, including annual tax planning, tax strategy development, and estimation of tax liabilities. Clients often highlight the team's proactive approach in developing effective tax strategies.
What kind of health insurance consultation services does this practice provide?
Golden Trust provides health insurance consultation services, including policy review, enrollment assistance, and Medicare consultation. Clients have noted the team's helpfulness and professionalism in navigating health insurance options.
Where is Golden Trust Financial Corporation located?
2690 S White Rd #60, San Jose, CA 95148, USA

Location & directions

San Jose, California
Golden Trust Financial Corporation
Financial Consultant
Address
2690 S White Rd #60, San Jose, CA 95148, USA
Hours
Closed Now
Golden Trust Financial Corporation Reviews · 4.8 average
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