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Golden Trust Financial Corporation

62 reviews

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Open 9:30 AM - 6:00 PM now

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

financial consultant Best Financial Consultants in United States Best Financial Consultants in California

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4.8

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

ABOUT Services Excellence Summary

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.

SUMMARY 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.