Golden Years Financial Advisors, Inc.

Overview

Golden Years Financial Advisors, Inc. is a corporate advisory practice that combines insurance brokerage with fee-based financial planning and the selection of outside asset managers. The firm is identified as a capital allocator and operates under an owner structure that includes domestic entities and individuals. Its advisory model emphasizes non-discretionary planning and adviser selection rather than being positioned primarily as a discretionary money manager. Fees are collected on an hourly, fixed-fee, or other non-asset-based basis. Golden Years is not identified as an active ESG investor, does not operate across multiple states per the available record, and is not listed as a pension consultant or part of a related-adviser network.

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Location & Offices