SEE WHAT THEY HAVE TO SAY!
Client Testimonials
At GoldLine Wealth Management, we have garnered a great amount of support from our clients, both long and short-term. Our top-notch professionalism, trustworthiness, and supportive atmosphere make us the go-to for comprehensive and qualified financial advice. But don't take our word for it – keep reading to see what our clients have to say about us.
June 2025
I’m forever grateful
“I first started working with GoldLine in 2016 when I purchased an IUL. 7 months later I suffered a stroke when I was about to board a plane to the Philippines at LAX. I was not able to work due to my recovery. Jordan called and educated me on the living benefits I had on my policy. I was able to receive a tax free lump sum payment which helped me greatly. I am now retired and I’m forever grateful for Jordan helping me and my family. I can’t recommend his planning enough. Thank you!”
Daisy V.
Cerritos, CA
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personable, knowledgeable, and quick
“Working with Jordan was great. He explains everything and breaks it down so you understand what’s going on and the benefits of the plan you are looking for. I feel I am in good hands with Jordan. He responds quickly and if he can’t get what you are asking for right away, he will let you know when can and he follows through! I was looking for a way to transfer what I already had into another product. The last company told me I couldn’t break their contract and convinced me that I had no choice. Jordan had high confidence and assured me that I am able to cancel my existing product if I wanted to go into a new product that would save money and be optimized for my financial strategies.
I recommend Jordan 110%. He is personable, knowledgeable, and quick to respond!”
Janick C.
Kapolei, HI
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My wife and I are thrilled
“Working with Jordan was a joy. Grateful he was able to understand our circumstances and patiently answer our questions. He took the time to explain our current policies, compare our product with others and provide complimentary options. My wife and I are thrilled to now have coverage with living benefits that will help our transitions in life be met with greater success. I highly recommend working with Jordan and GoldLine.”
Anthony G.
Mililani, HI
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Our family will be clients for life
“For 20 years I thought my life insurance at work was enough. In 2017 I met Jordan and he took his time to educate me on why I needed to take insurance planning seriously with 2 of my kids still in high school. One year later, I experienced chest pains in the morning while I was getting ready to work and realized I was having a heart attack. While I took time away from work to focus on getting better, Jordan met with me to go over my living benefits claim. I was able to receive a tax free lump sum amount which not only helped our living situation but was also enough to send my daughter to college for her first 2 years. I’m now back to work. I have peace of mind knowing that my whole family is covered. Our family will be clients for life.”
Teodoro L.
Anaheim, CA
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there in every step of the way
“Jordan was very helpful and knowledgeable in helping us setting up our FIA. He gave us lots to talk about and answering our questions that came up. Jordan assured us and was there in every step of the way. Made us feel comfortable in making this decision. It made sense, after looking at other options that would totally benefit us. What made the FIA stand out was the fact that when the market dips down the FIA would stay at its present course meaning we don’t lose funds. We highly recommend using GoldLine in your future investments.”
Duke & Marie Smythe
Kapolei, HI
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put my fears at ease
“In a season of financial uncertainty, Jordan put my fears at ease. I can’t say enough about his calm, confident and professional guidance.”
Cynthia Keilikuli-Grace
Kaneohe, HI
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highly recommend talking to Jordan
“This was a big financial move for us and Jordan assured us with his knowledge and expertise it was the best thing to do at this time. He was very patient with the whole process and thorough, even with us OG’s. Our money was in a position to where it was too volatile, we knew we needed to make a move and with Jordan’s knowledge and expertise we had no problem moving our funds. I truly believe with all of the uncertainty that has been going on, you should definitely explore other options and I highly recommend talking to Jordan.”
Sandra Kalahiki
Kaneohe, HI
⭐⭐⭐⭐⭐
very professional, trustworthy, helpful and knowledgeable
“I really enjoyed working with Jordan of Goldline as he was very professional, trustworthy, helpful and knowledgeable. I have peace of mind now after opening my accounts with Goldline. My FIA allows me to have monthly retirement income I can count on in addition to my SS benefit. I strongly recommend others to get an FIA with Goldline as the bonus has increased YAY!! I also want to thank Pacifico for introducing me to Jordan. Thank you Pacifico!”
Minda Valdez
Waipahu, HI
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a huge benefit to our clients
“Highly recommended. We’ve referred numerous clients to Goldline and they’ve 100% delivered on the financial education and support. The benefit to working with them is their access to various products and solutions to fit your needs. Their knowledge and expertise has truly been a huge benefit to our clients.”
Pacifico
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. Because the testimonials are provided by existing clients, there is a conflict of interest because we provide services to the clients.
