These statements are testimonials by clients of the financial professional as of 11/20/2023. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.

Trust and Confidence.  What else needs to be said?


Thanks and congrats on all the research, phone calls, forms filled out and the time spent closing out my old account that they didn't want to let go of the money. You've proven, once again, you'll work hard for your client whether a large amount or small amount. 


I'm glad I brought my investments when I was in my 50's. My retirement is looking good. The retirement team of Gary and Celenea have given me confidence. In other words, they don't just want to invest my money, they want my money to make a difference in my life whenever that might be. That financial advice was priceless!


Gary and Celenea are my G.O.A.T money guys. They are engaging with their clients and they make sure my investments are maintained.


These two wonderful people were able to help organize my finances and give me confidence in my future.


Gary and Celenea have basically given me a GIFT - the gift of confidence that my money is in the hands and guidance of two very capable, well-informed planners that have taken the time to educate, explain and help me make the most of my money and give me confidence heading to my retirement in 2 years.


You guys have the best customer service. If I have a question, I can call at anytime and get the answers I need. 

- Kevin and Selena 

Gary and Celenea are very helpful and always promptly return calls. They're very professional and great people!

- Donald 

Gary and Celenea are great. You know your stuff and great to have you as best friends. Keep up the good work as always. Love you people.

- Norman 

Love working with Gary and Celenea. I never feel rushed with them and they're always available when we call.

- Nona 

What a plus for us meeting, knowing and working with both Gary and Celenea. Thank you both for taking the time to help us out.

- Nancy 

Gary and Celenea are more than investment professionals, they will treat you like family.

- Beverley 

Celenea has been very helpful to me since my husband passed and has helped me to combine and understand what I have. I have known Celenea for years and I am glad she could help me.

- Kathy 

Gary and Celenea are always helpful with any questions we have about our investments.

- Jeff and Chris 

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