401K / IRAs / Investment

No two investors are alike. That's why we work closely with each client in order to identify their specific goals and objectives and then construct an investment strategy that not only strives to achieve those goals but also complies with their risk tolerance. Golden Trust's investment strategies are sound and efficient, our approach is based on capital preservation and steady growth that meet our clients' specific needs. We review and present clients with different investment strategies and select the one that best fits their objectives. Recommendations and strategies are made only after a thorough evaluation of the client’s financial situation and goals.

Contact us

2690 S. White Rd #60 San Jose CA

  • (408) 401-1513