Golden State Wealth Management - Santa Ana, California

Address: 201 Sandpointe Ave #460, Santa Ana, CA 92707.
Phone: 62731563.
Website: teamgoldenstate.com
Specialties: Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of Golden State Wealth Management

☎️62731563

⏰ Open Hours of Golden State Wealth Management

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Discover Golden State Wealth Management

Situated at 201 Sandpointe Ave #460, Santa Ana, CA 92707, Golden State Wealth Management stands out as a reputable financial consultancy firm in the heart of Orange County, California. With a dedicated team of financial consultants, this company specializes in offering comprehensive financial consulting services tailored to meet the diverse needs of their clients. Their commitment to personalized service ensures that each client receives bespoke advice and strategies to help achieve their financial goals.

For those looking to connect with Golden State Wealth Management, the company provides convenient options including online appointments and onsite services. Their welcoming environment is fully wheelchair accessible, featuring an accessible entrance, parking lot, and restrooms, ensuring that all clients, regardless of mobility, can comfortably conduct their business. An appointment recommendation is suggested to ensure efficient service and personalized attention.

The online presence of Golden State Wealth Management is robust, with their website teamgoldenstate.com offering further insights into their services and how they can assist you. The company has gathered a solid reputation online, with 4 reviews on Google My Business, and an average opinion rating of 4/5, reflecting a high level of client satisfaction.

When it comes to choosing a financial consultant, Golden State Wealth Management offers a reassuring blend of expertise and accessibility. Their specialties in financial consulting mean they're well-equipped to guide clients through complex financial decisions. The convenience of online appointments and the assurance of a wheelchair accessible facility make them an easy choice for those seeking professional financial advice without the hassle of travel or accessibility concerns.

For anyone interested in enhancing their financial well-being with professional guidance, it's highly recommended to explore what Golden State Wealth Management has to offer. Their commitment to customer service, combined with their accessible location in Santa Ana, CA, positions them as a top choice in the region. To start your journey towards financial clarity and security, visit their website at teamgoldenstate.com to learn more about their services and to schedule an appointment that suits you best.

👍 Reviews of Golden State Wealth Management

Golden State Wealth Management - Santa Ana, California

Jason H.

5/5

My experience with Golden State Wealth Management has been nothing short of exceptional. Having a company that cares about your futures and well being makes all the difference. The attention to detail, prospectives, and all the hard work these guys and gals put in shows no boundaries of what they can accomplish for you. With everyone I’ve met, the provide a wealth of knowledge and an expert in the financial world; they will steer you to successful accounts and lifelong partnerships. Golden State Wealth Management is looking towards the future of you and their company. Also, I do not work for them as I am a very satisfied customer. Thanks Golden State!

Robin M.

5/5

Having been a real estate investor for many years, I knew almost nothing about investing in stocks. I came to Golden State to learn and transition some money from property to stocks. I am so glad I did. After several meetings with my advisor in Santa Rosa, I came away with more knowledge and a portfolio that I am proud of. She listened to me and helped me craft a portfolio that reflected my values that wasn't "just about money." Thank you!!!

Andrea A.

1/5

UPDATE (months later)** GOLDEN STATE SANTA ROSA- Curiel and Catone -after successfully navigating through the unethical and possibly unlawful take over of my retirement and trusts accounts by Catone and Curiel I learned that the oversight groups agree with my complaints and will question and interview these two nefarious characters masquerading as financial consultants. Groups like FINRA, CFP.net, plus the county of Sonoma. These two had no cause to move our accounts other than their attempt to raid another firm that Curiel worked for. Not informing clients, especially those who were gaslighted by Curiel into thinking she is honest and ethical while being anything but, about the movement of personal accounts to another firm/platform/fee structure/service access without any communication to the client is simply wrong. Why use a firm that will be scrutinized and audited by every major oversight group in their field? Geez, even LPL wants to wash their hands of the actions by these folks, as they explained to me. Too bad one needs to touch a star that turns gold in this review. Would be better to touch a star that turns a very cautious red

* original post -This firm seems to practice raiding accounts of other institutions. I would avoid at all costs. Unfortunately one star is the lowest rating allowable on this site. Extremely unethical group of people.
UPDATE: 1 week later they have now taken and moved all of my accounts without my consent and removed my access to the accounts. Don’t go near this group.

Matthew S.

5/5

I have had nothing but great experiences with Golden State. Everyone I have encountered has been professional, honest, and friendly. I would highly recommend.