GAISER FINANCIAL GROUP

We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put pieces of the retirement puzzle together. We call it the P4 Retirement Process... We represent our clients and their interests rather than any specific company. While some firms recommend investment products mandated by their home office, we have no such ties, allowing us to deliver you objective, unbiased recommendations... In order to meet your long-term financial objectives and achieve your ideal retirement life-style, constructing a retirement plan centered on a workable process that is monitored and adjusted as life unfolds is both comforting and essential. We take a client-partner approach that involves our clients in the retirement process. We think it is important you know where you stand. We understand that incorporating a long-term financial strategy can seem daunting and our goal is to provide..

Also known as: Gaiser Financial

Primary location: Greensboro United States