It is with great pleasure that I have the opportunity to thank Gerard for his 15 + years of financial service. Gerard has provided sound and trustworthy advice in all aspects of the financial industry for both our personal and business accounts.
Going beyond the expected service of a CMA/CFP, Gerard has maintained professional discretion and integrity in all of his work. With his proactive approach to financial planning we are in a stronger position for a secure financial future. If you are looking for a CMA or CFP do not hesitate to call on Gerard’s experience, professionalism and loyalty to his clients.
August 28, 2013, Chris Walsh
Gerard is thorough and accurate; when it comes to the numbers he misses nothing.
Also, a nice guy and good to work for and with.
November 20, 2012, Carol Bolton
History
A brief history of our company
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In the News
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Testimonials
Some kind thanks from our clients
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