Ascent Wealth Management Group, LLC - Redwood City (CA)

Jason Haefeli My experience with Golden State Wealth Management has been nothing short of exceptional. Having a company that cares about your futures and well being makes all the difference. The attention to detail, prospectives, and all the hard work these guys and gals put in shows no boundaries of what they can accomplish for you. With everyone I’ve met, the provide a wealth of knowledge and an expert in the financial world; they will steer you to successful accounts and lifelong partnerships. Golden State Wealth Management is looking towards the future of you and their company. Also, I do not work for them as I am a very satisfied customer. Thanks Golden State!

Robyn Maitoza My experience with MyDirect IRA was outstanding! Ted and his team are professional, knowledgeable, and responsive. They took the time to thoroughly explain things to me and responded promptly to every question I asked. Highly recommend this company!