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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 have never posted a Google review but I am highly motivated to give one now. If you are looking for a trustworthy financial management institution, in my opinion Gould Asset Management is the gold standard! Many years ago, Gould was recommended to my mother. Mr. Gould himself met with my mother and me! He was kind, patient, and knowledgeable. We both felt comfortable investing with Mr. Gould's asset management company. In the years that followed, she and I have had only positive and satisfying interactions with the staff. ... read more
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
Gould Asset Management has a 5 star rating with 13 reviews.
Gould Asset Management is closed now. It will open at 8:30 a.m.
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