GOLDEN YEARS FINANCIAL

The representatives of Golden Years Financial have assisted retirees and pre-retirees in their financial planning needs since 1971.

At Golden Years Financial we take the time to get to know our clients’ financial needs, goals, attitudes and risk tolerance to determine the most appropriate strategies for them.

In addition to financial planning for seniors, Golden Years Financial educates our senior clients through weekly financial workshops, free one-on-one consultations, and updated information on pertinent financial information through monthly newsletters and bulletins. With these outstanding services and our high ethical standards, our customer base continues to grow. We recognize each client’s situation as unique, and act accordingly.

Although based in California, our principal also does financial business in: Arizona, Colorado, Illinois, Minnesota, Nebraska, Nevada, Oregon, Texas, Washington, and Wisconsin.

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