Facts and Insights
Founded in 2005, GOLDEN RETIREMENT ADVISORS, INC. (GRA) is a financial advisory firm that provides comprehensive retirement planning services to clients. Located in New York City, GRA is led by a team of experienced financial advisors who have a deep understanding of the complex financial landscape and are dedicated to helping their clients achieve their retirement goals.
Assets Under Management, Number of Advisors and Time in Business:
GRA currently manages over $500 million in assets under management (AUM), with a team of 10 advisors. With over 15 years of experience in the financial industry, GRA has successfully guided numerous clients through their retirement journey.
Financial Services Offered
GRA offers a wide range of financial services to help clients plan for a financially secure retirement. Their services include retirement planning, investment management, estate planning, tax planning, and insurance planning.
Client Types
GRA serves a diverse group of clients, including individuals, families, and small business owners. Their services are tailored to meet the unique needs and goals of each client, ensuring that they receive personalized and comprehensive financial advice.
Fees & Compensation
GRA operates on a fee-only basis, which means they do not earn commissions from selling financial products. This allows them to provide unbiased and objective recommendations to their clients. Their fee structure is transparent and based on a percentage of AUM, ensuring that their interests are aligned with those of their clients.
Background
GRA’s team of advisors are highly qualified and hold various professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). With their in-depth knowledge and expertise, they have been recognized by industry publications such as Forbes and Barron’s.
Financial Advisor Disclosures to Know
As a registered investment advisor, GRA is required to disclose all relevant information about their firm and advisors to the public. This includes any past disciplinary actions or conflicts of interest that may impact their ability to provide financial advice. Clients can view GRA’s Form ADV on the SEC’s website to learn more about their business practices and any disclosures.
How does the advisor help clients – Key Takeaways:
In summary, GOLDEN RETIREMENT ADVISORS, INC. is an established financial advisory firm that specializes in retirement planning. They have a strong track record of helping clients achieve their financial goals through their comprehensive services, transparent fee structure, and qualified team of advisors. With GRA, clients can feel confident that their retirement plans are in capable hands.