Contact us
Golden Crest Affiliate Services, LLC
1625 The Alameda, Suite 201
San Jose, CA 95126
Local: (408) 947-0600 • Toll Free: (888) 487-7400
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The Consultation Request Process
As you should be aware, one of the items that sets Golden Crest Wealth Management apart from the rest is that we will coordinate with the other service professionals to provide you with a coordinated approach to your wealth management. This coordination allows us to gather the data that the other service professionals need to provide the best consultation possible. We have found over the years that gathering this information before the complimentary consultation means that your time spent with each expert is time spent on your specific situation rather than filing out questionnaires and needed demographic information that could otherwise consume the majority of your time together. The basic information gathered is a snapshot of your estate as it is today. Once completed, candid recommendations are made and you give express written permission to forward the information to the other service experts with whom you choose to meet. The initial meeting lasts about one hour and your appointment times for the complementary consultations are then set. Please remember that your family members are also offered these same free consultations.
We at Golden Crest look forward to providing you the best initial consultation possible. To maximize the benefit of our time together please bring the following materials to your appointment.
