Our focus is on offering objective advice that is in our client's best interest, without being tied to any specific product or service. We believe this is the key to providing customized strategies needed to meet our client's individual financial planning needs. As trusted advisors, our firm believes in maintaining the highest degree of integrity and professionalism. Making solid financial decisions doesn’t have to be confusing. By using our straightforward techniques, we help guide our client's to choose strategies to make the most of their money with the goal of having a comfortable retirement. For new clients, we begin with a comprehensive independent analysis of your entire financial profile. We use our extensive knowledge and experience to tailor each individual client’s portfolio with appropriate investment products consistent with their specific needs. Our success is measured by cultivating long-term client relationships. GT Financial Advisors is a network of independent financial advisors that launched in 1992. Please contact us if you'd like to ask a few questions, set up a phone conference or schedule an in-person meeting to review your financial situation. Our Specialties:
Financial Planning ~ Investment Management ~ Wealth Management
Tax Efficient Income Strategies ~ Higher Education Funding
Small Business Retirement Plans.
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Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This is not an official site of Osaic Wealth, Inc. The opinions expressed by participants are those of the participants and are not those of Osaic Wealth, Inc., or its affiliates. This site may contain links to articles, comments, or other information from a third-party. Osaic Wealth, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Osaic Wealth, Inc. or its affiliates for completeness or accuracy. Client or Prospective Client Service Disclosure: All questions or concerns must be directed through the business email address or phone number listed in the profile or information section. Please do not use the Social Media email feature to send email messages regarding concerns. Transaction or customer service requests cannot be taken through this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative or refer to their business website for a list of these states. Neither Osaic Wealth, Inc. nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
