GoldLine Wealth Management

GoldLine Wealth Management is a Financial Planner in Fullerton, CA. The firm provides private wealth and financial strategies to help individuals achieve financial security and goals. Services include investment optimization, mortgage rates, personal and home equity lines of credit, life insurance, segregated funds, critical illness coverage, and various insurance products. The firm also manages investment funds such as RRSPs, TFSAs, RESP, and RRIF. Planning services cover early retirement, asset purchases, estate planning, and leaving a legacy.

The managing director is Daniel Baggio, P. Eng., M.A.Sc. The business reports over 10 years of experience and manages more than 10 million in investments. It maintains 120 yearly interactions with clients and offers 24-hour service. Insurance products are provided through HUB Financial Inc.

The location is situated at 201 N Harbor Blvd Suite 100. It sits directly on North Harbor Boulevard, just a short distance from Downtown Plaza, an arts center, and the intersection of West and East Commonwealth Avenue.

The business holds a 5.00 rating from the customers who have reviewed it. This positive feedback reflects the client experience with the firm's financial planning and investment services in the Fullerton area.

GoldLine Wealth Management combines extensive experience in wealth management with a broad range of financial products to serve clients in Fullerton, CA.