Keep track of your money day and night, The bank you can trust.

A Team Approach TO Wealth Planning

The award rewards innovation, creativity and the drive to create value.

You - And Your Wealth - Can Do So Much More

About Goldenshire

LET’S BUILD ON WHAT YOU’VE ACCOMPLISHED

Financial planning and wealth management for those who want more from their wealth

You’ve worked hard to get where you are. But you know that there’s more to do. We can help. With our financial advisors, you’ll gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.

Integrity

We are dedicated to following the Laws, Rules and Ethical principles that govern us to provide our customers with the peace of mind they deserve.

Community Commitment

We believe that reinvesting in the community will bring long-term social and economic gains to the success of independent community banks.

Save Money, Save Life!

Any questions? Call 305-985-6357

540+ Policies Completed

630K+ Trusted Customers

125+ Opened Locations

100% Client Satisfaction

Why People Choose Us

Discover the benefits of
owning an account from Goldenshire.

Our self-service options can help you easily access the information you're looking for.
If you need additional assistance, Contact us or speak with a Customer Care representative.

Financial Planning

Plan your future with confidence. We provide tailored solutions to grow your wealth, secure your goals, and build a stable financial foundation.

Retirement Planning Service

Our tailored strategies help you achieve financial security and enjoy the retirement you’ve always envisioned. Start today for a stress-free tomorrow!

Investment Management

Unlock your financial potential with tailored investment strategies. We provide expert guidance to help you grow and secure your wealth.

Insurance Guidance

Our experts simplify insurance, helping you find the best coverage for your needs. Get personalized advice today.

Tax Planning

Minimize taxes, maximize savings, and ensure compliance with expert tax strategies. Plan today for a better tomorrow.

Estate Planning

Secure your assets and ensure your wishes are honored. We provide expert guidance every step of the way.

Coverage That Protect Your World!

LET'S HAVE A MEANING CONVERSATION

  • Vision
  • Mission
  • Integrity

Good Marketing Relationship

Goldenshire will lead the market with the best people building the best relationships.

  • We exist to take care of our customers' financial needs.
  • We believe that achieving complete customer satisfaction through service excellence is the key to our success.
  • We consider the customer first in all our decision-making.
  • We innovate to anticipate our customers' future requirements.

In order to accomplish our mission, we commit to the following:

Goldenshire was founded with a core mission – to give everyone the opportunity to move their financial life forward. Our founders set the tone – they gave individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and also established an advisory firm with the belief that everyone should have a trusted financial advocate. Our planners carry that mission forward every day with every client.

  • Being creative, friendly, and responsive to our customers’ ever-changing needs.
  • Selecting, training, and retaining motivated employees. Providing an environment where they can feel engaged and will experience a sense of personal worth, growth, achievement, and the recognition of a ‘job well done’.
  • Supporting the growth and development of all segments of the communities which we serve.
  • Open and ethical communication with our employees, directors, customers, vendors, and bank regulators.

Intergrity

We follow the highest standards of corporate governance to earn our customers’ faith and ensure growth for the organization. We are dedicated to following the Laws, Rules and Ethical principles that govern us to provide our customers with the peace of mind they deserve.

Goldenshire Team

Our Expert Agents

Let’s get started

Helping small businesses like yours

Grow your money with a savings account interest rate over 5x the National Savings Average.

Get Free Quote

Grow your money with a savings account interest rate over 5x the National Savings Average.

Select a product to start a quote. Or call us at (+1) 305-985-6357