ProInsight Consulting

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, Toilets, 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

7075831719

Golden State Wealth Management is a financial planning firm located at Address: 1421 Guerneville Rd Suite 2

Reviews of Golden State Wealth Management

Golden State Wealth Management - Santa Rosa, California
Andrea Altman
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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