GOLDEN TRUST


2690 S WHITE RD #60. SAN JOSE, CA 95148
GOLDEN HILLS INSURANCE SERVICES


  • Contact Us
  • 408-401-1513

who we are



Golden Trust is one of the leading financial services companies and is currently operating under the most elite team with many years of experience in the financial field and customer service in the state of California.



Services





MEDICARE / HEALTH INSURANCE



Are you searching for competitive pricing for your health insurance needs? We've got you covered ! We are committed to taking the worry out of finding the best coverage, while providing you with affordable solutions. Health insurance is not a one plan fits all, not every plan will work for everyone. At Golden Trust, we provide in-depth information and guidance on all plans available.



tax preparation



Preparing your own tax return can be a daunting task, leaving you with confusion and more questions than answers. Even utilization of a tax preparation software is no comparison to the assistance of our experience tax professionals. Our extensive experience in tax planning can help you claim deductions and credits which you are entitled as well as successfully and legally reduce your tax liabilities.



long term care / lIFE insurance



When it comes to preparing for the future it's important to work with someone who has the foresight and proven experience to help you navigate life's changes successfully. That's where we come in. Golden Trust can help you protect the things that matter most. Life is full of ups and downs, with some planning we can help you smooth out the bumps along the way. Our team can help you find the right solutions to make the most of today, tomorrow, and years to come.



OUR PROFESSIONAL TEAM





THAO NGOC TRAN



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Thao N. Tran founded Golden Trust in 2008 after completing her education in Business Management and Marketing at San Jose State University located in the heart of Silicon Valley. She was born in Vietnam, immigrated to the US at 10 years old and has lived in the Bay Area ever since. Being a resident in San Jose, one of the largest and most affluent cities in the United States has influenced Thao to become a strong leader with the endurance of both Vietnamese and American traditions. She is well known in the Vietnamese-American community for her leadership skills since she was a student at SJSU, and is now known for being one of the most influential planners in Santa Clara County. In her past 15 years in the financial industry, she has successfully brought peace of mind to every client who has met with her for assistance with 401k Rollover, IRA, retirement planning, individual and corporate tax.



JASMINE HANH NGUYEN



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Jasmine started out in the education field, teaching for over 5 years prior to joining Golden Trust. She graduated from San Jose State University with a Bachelor of Arts degree in Liberal Studies and Social Work.


Keeping her passion for helping others, Jasmine transitioned from educating children to helping people with their financial planning. She now has more than 10 years of experience assisting clients in finding the best option for their investment and retirement plan. Jasmine is one of the most honest, knowledgeable, and passionate financial planners at Golden Trust. Through her extra attention to detail of each individual client, she is able to achieve satisfactory results tailored to that individual's financial circumstance. Whether it is a 401k rollover, IRA, individual tax, health or life insurance, Jasmine can recommend a solution that makes sense for your situation.



VIVIAN DAM



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Vivian Dam's background is in business development with experience working in the real estate industry prior to joining Golden Trust. She is extremely skillful when it comes to marketing, transaction coordinating, case managing, and making sure clients' needs are met. Vivian is one of the key persons in providing support to Golden Trust's marketing, communications, and administrative goals and objectives to ensure we always exceed customer expectations. Vivian also acts as a liaison between our certified agents, financial experts, and clients to ensure our client's needs are addressed promptly and fully.



JENNY VAN



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Jenny has been working at Golden Trust for more than 3 years handling most of the front office receptionist responsibilities and administrative duties. As our team administrator Jenny oversees client activities and is the go-to source for high-level client support. Prior to joining Golden Trust Financial Corporation Jenny worked in sales her vast experience allows her to service clients to their utmost satisfaction. Jenny graduated from San Jose State University with a B.A. in accounting.


PLACE YOUR TRUST IN US


Call Us : 408-401-1513
Email us : info@goldentrust401k.com

"Thank you for all your help on our Tax Planning, IRA, Health Insurance. We really appreciate your guidance, and the time you spent with us. The whole staff is great, we receive great value for the money we pay. We will definitely return and we recommend highly to anyone else. We feel confident in recommending the services from Golden Trust"



Doc P.



"The service is awesome and trustworthy! I've been going there for 10+ years, and have had excellent service. I highly recommend this place if you need any tax services or investment."



Sharon P.



"First time customer of Golden Trust via referral. They were very welcoming from the start and continued to keep in close communication throughout tax preparation efforts. I'm most impressed by their knowledgable, proactive, and exceptionally patient team. Thank you so much and we'll continue to enlist your services into the future!"



Shane T.





2690 S White Road #60, San Jose, CA 95148



Golden Trust