Golden State Wealth Management - Santa Rosa, California

Address: 1421 Guerneville Rd Suite 200, Santa Rosa, CA 95403, United States.
Phone: 7075831719.
Website: ashleycurielcfp.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of Golden State Wealth Management

Golden State Wealth Management 1421 Guerneville Rd Suite 200, Santa Rosa, CA 95403, United States

⏰ Open Hours of Golden State Wealth Management

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 9 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Golden State Wealth Management, located at the address 1421 Guerneville Rd Suite 200, Santa Rosa, CA 95403, United States, is a reputable financial planning firm that specializes in providing comprehensive financial planning services. They are committed to helping their clients achieve their financial goals by offering tailored solutions that cater to their individual needs.

The firm is easily accessible, with features such as a wheelchair-accessible car park, entrance, and toilet. It is advised to make an appointment in advance to ensure a smooth and efficient experience.

Golden State Wealth Management has garnered a total of 1 review on Google My Business, and the average opinion is rated at 1 out of 5, which may suggest that the firm could improve their services to meet the expectations of their clients.

👍 Reviews of Golden State Wealth Management

Golden State Wealth Management - Santa Rosa, California
Andrea A.
1/5

It’s surprising to me that Golden State remains eligible to operate as financial advisors and fiduciaries. In my opinion I find these folks, especially Ms Curiel, to be extremely unethical and unprofessional.
I was fortunately able to escape their attempt to take over my accounts, but only after they used poor ethics and had my accounts changed and made unavailable to me for a significant period of time.
I do not recommend them.

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