Summary
Golden Reserve
Founded in 2011
Description
Golden Reserve is a retirement planning firm that offers a range of services to protect and guide retirees. They provide retirement income strategies, long-term care and asset protection, IRA and tax strategies, market risk analysis, and investment fee...
Strengths
- Golden Reserve has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Golden Reserve was founded, the company has grown faster than the industry average
Annual Revenue
Golden Reserve's annual revenue
$3480000
Based on Kona Equity data
-
Revenue per employee
$348000
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$267692
-
Revenue growth rate from first known quarter to current
106.5%
Employee Count
10 employees
-
Employee growth rate from first known quarter to current
20.0%
Executives
Ben Person
Chief Executive Officer
b**@goldenreserve.comHannah Endres
Retirement Planner
h**@goldenreserve.comDominic Anzevino
Region Head, NE
d**@goldenreserve.comMelanie Madrishin
Regional Client Administrator
m**@goldenreserve.comRichard Shibko
Director, Analytics
r**@goldenreserve.comGregory Aler
CEO
g**@goldenreserve.comAmber Zelewicz
Client Service Specialist
a**@goldenreserve.comEric Kelemen
Managing Director
e**@goldenreserve.comChristian Norman
Retirement Planner
c**@goldenreserve.comJeremy Denomie
Chief Financial Officer
j**@goldenreserve.comJohn Saccoccia
Partner
j**@goldenreserve.comWhalen Ng
Retirement Planner
w**@goldenreserve.comKatarina Retzler
Regional Client Administrator
k**@goldenreserve.comTiffany Kayser
Retirement Planner
t**@goldenreserve.comMichelle Thompson
Controller
m**@goldenreserve.comHillary Quick
Client Service Specialist
h**@goldenreserve.comTeri Falkenstein
Region Head
t**@goldenreserve.comPhil Huff
Partner
p**@goldenreserve.comShawn Hogan
Partner
s**@goldenreserve.comLuke Peters
Client Service Specialist
l**@goldenreserve.comVeronica Holben
Client Service Specialist
v**@goldenreserve.comLayne Mentzer
Regional Client Administrator
l**@goldenreserve.comChristina Taylor
Client Service Specialist & Manager
c**@goldenreserve.comRaymond Jajati
Joint Chief Executive Officer
r**@goldenreserve.comAshley Parke
Client Service Specialist
a**@goldenreserve.comPhone Reserve
Chief Executive Officer
p**@goldenreserve.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Copper Canyon Wealth Management
coppercanyonwealth.com- Founded in 2011
- Location: Mesa, AZ
- Annual Revenue: $1.1M
- Employees: 6
- Copper Canyon Wealth Management is a full-service financial services firm providing comprehensive investment management, insurance services, financial, retirement, wealth and estate planning, as well as individual and corporate trust services. They off...
Peak Mountain Advisors
peakmountainadvisors.com- Founded in 2012
- Location: Hartford, CT
- Annual Revenue: $1.1M
- Employees: 3
- Peak Mountain Advisors is a private wealth management firm that deals in complex financial situations as well as traditional financial advising. They offer strategies designed to help individuals and businesses accumulate and protect money. Their team ...
Legacy Planning Alliance
legacyplan.net- Founded in 1989
- Location: Virginia Beach, VA
- Annual Revenue: $1.3M
- Employees: 6
- Legacy Planning Alliance, Inc. is a financial firm founded in 1989. Our mission is to bring Intelligence, Integrity, and truly Individualized value-added investment management and advice to affluent investors. We provide a range of financial services i...
Daniel Krug & Associates
mydkna.com- Founded in 2004
- Location: Clarkston, MI
- Annual Revenue: $1.3M
- Employees: 5
- Daniel Krug & Associates, Inc. is a comprehensive wealth management firm specializing in Financial, Tax and Estate Planning, serving the tri county area. With roots dating back to 1994, Daniel Krug co founded CKS Summit Group. Daniel Krug & Associates ...
Cox Advisors LLC
coxadvisors.com- Founded in 2008
- Location: Chandler, AZ
- Annual Revenue: $4.0M
- Employees: 9
Synergy Wealth Management Inc
synergywealthcoach.com- Founded in 2006
- Location: Kennesaw, GA
- Annual Revenue: $2.9M
- Employees: 6
- Synergy Wealth Management is an independent, full-service financial planning firm founded by Scott Stooksbury. With over 20 years of experience in the industry, the company offers tailored retirement income strategies to its clients. Services provided ...
Key Information
- Name: Golden Reserve
- Category: Investment management
- Industry: Financial Consultant
- SIC: 62; 628
- NAICS: 52393; 523
See similar companies
-
By City Dublin Small Financial Consultant in Dublin Mid-size Financial Consultant in Dublin Investment management in Dublin Small Investment management in Dublin Mid-size Investment management in Dublin
-
By State OH Small companies in OH Investment management in OH Small Investment management in OH Mid-size Investment management in OH Small Financial Consultant in OH Mid-size Financial Consultant in OH
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Consultant Small Financial Consultant Mid-size Financial Consultant Investment management and Financial Consultant
-
Firmographic data G Score of 6 Founded in 2011 SIC: 62 SIC: 628 NAICS: 52393 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Golden Reserve's headquarters are located at 6025 Frantz Rd 106 Dublin, OH 43017.
Golden Reserve's official website is goldenreserve.com
Golden Reserve's annual revenue is $3.5 M.
Golden Reserve's SIC: 62; 628
Golden Reserve's NAICS: 52393; 523.
Golden Reserve has 10 employees
Golden Reserve is in the industry of Investment management.
