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Gould Asset Management
- Investing
- Claremont, CA
About this business
Location details
341 W First St, Ste 200, Claremont, CA, 91711, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I cannot say enough about the WHOLE team at Gould Asset Management!! They are the most wonderful group of people, everyone is dedicated to making sure their clients are shown the utmost respect and kindness! I have been with Gould for 3+ years, I came to them after a difficult situation and they immediately made me feel like family and have helped and supported me every step. They have educated me on all the financial matters and are always ready to answer my questions. I do not think I have ever waited more than a hour or s... read more
Positive experience working with Derek. He is knowledgeable, personable, and provided practical, tailored guidance to my situation. He explains complex concepts clearly and highlights the important take-aways.
I work with Katy Lee almost on a daily basis and always receive the best support! Katy answers all of my questions very quickly and helps me keep our business running efficiently! I would highly recommend Don Gould's office for any of your financial needs!
I recently move my life savings to Gould Asset Management, and I am delighted with the new financial environment! Gould managers work as a team, tweaking portfolios every quarter of the year. In that process, each manager focuses on their assigned clients, but share financial insights freely among each other. This is the perfect balance that I was hoping for: individual attention to my unique financial/social goals yet resources culled from a larger body of financial managers who collectively comprise an up-to-date wealth of... read more
I am so glad that I took a friend’s advice and scheduled a meeting with Tom Carr at Gould Asset Management about three years ago. I had decided to retire and was anxious about having set aside enough funds for a successful retirement. Tom’s gracious manner and comprehensive understanding of the world of finance put me at ease from our first meeting. Dare I say that he makes taking about money fun? I have learned so much and am becoming more confident about facing financial planning head on. I now have a knowledgeable partner... read more
Frequently asked questions about Gould Asset Management
How is Gould Asset Management rated?
Gould Asset Management has a 5 star rating with 12 reviews.
When is Gould Asset Management open?
Gould Asset Management is open now. It will close at 5:00 p.m.
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