Golden Summit Wealth & Insurance Solutions
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 6701 Koll Center Pkwy Ste 140, Pleasanton, CA 94566
- Phone
- (925) 979-2300
- Website
- northerncalifornia.massmutual.com
- County
- Alameda County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Golden Summit Wealth & Insurance Solutions brings financial planning, investment services and life insurance to Pleasanton and the surrounding communities of Alameda County. We help individuals and families build a clear path toward their financial goals, from protecting what matters most to planning for the future.
Our team works with clients to understand their priorities, then pairs them with insurance and investment options designed around their needs. Whether you are just starting to plan or refining an existing strategy, we aim to make the process straightforward and easy to understand.
We are proud to serve Pleasanton and neighboring East Bay families who want a trusted local partner for their long-term financial security.
Visit our website to learn more about how we can help you plan with confidence.
Our team works with clients to understand their priorities, then pairs them with insurance and investment options designed around their needs. Whether you are just starting to plan or refining an existing strategy, we aim to make the process straightforward and easy to understand.
We are proud to serve Pleasanton and neighboring East Bay families who want a trusted local partner for their long-term financial security.
Visit our website to learn more about how we can help you plan with confidence.