Business ProfileforGolden Reserve, LLC

Hello Happy New Year ! My name is ******* ****** . In 2021 after searching for over a year . We hired Golden Reserve to set up a trust for us . A company ***** ********* did the trust . On 11/17/2021 Golden Reserve opened up 3 annuities with ******** **** We thought they had all been put into the trust as was our instructions . And our whole intent of them . Fast forward to the fall of 2022 . We get told by **** ******** . Who we dealt with at Golden Reserve . That the annuities never got put into the trust . We were quite upset about this . Since my wife has Parkinson’s . And the 5 year window could become an issue now . I told **** that this was completely unacceptable . And he better find away to make this right . He told me he was in contact with ******** **** to see if it could be made some how retroactive to the trust . . . We searched for over a year interviewing advisers . Before choosing Golden reserve . And are very disappointed with the results . They had one thing to do . And still screwed it up . Now the annuities were put in the trust in November 2022 . But that's a years to late I would really appreciate any advice you can give us on how to fix this mess. Or what we might be able to do . And our rights under the law . I hire Golden Reserve because as a full time care giver . I thought this would be one thing I didn’t have to worry about . Boy was I wrong. I know you usually want complaints to be within one year . But We've been waiting to hear if **** was able to get the problem resolved . Since we didn't find out till October of 2022. Accept for finally putting it in the trust in November of 2022 . But that was a year to late . He has been silent on the issue since . They made money off a job they failed at . They should be held accountable . .