Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Since our formation in 1965, we have remained committed to our mission to provide high-quality wealth management, personalized tax and financial services to individuals and small businesses in the most cost-efficient manner possible. When partnering with our clients, our focus is to help them lead a fulfilling life. Accumulating wealth can help our clients achieve this important goal.
As one of the area’s leading firms, GCD combines the expertise, experience and energy of our team to provide each client with close personal and professional attention. Our high standards, service and specialized staff result in the outstanding performance that we believe sets us apart from other firms. We make sure every client is served by the expertise of our entire firm. We also take digital security seriously using multi factor authentication whenever we connect to our server, use Citrix Sharefiles for sharing client data and do phone verifications for certain sensitive transactions with our investment clients.
Our firm is responsive. Individuals, families and companies who choose our firm rely on fast, competent advice from our team. Through hard work, we have earned the respect of the local business and financial communities. This respect is a reflection of our diverse talents, dedication and ability to respond quickly.
A financial services firm differentiates itself through the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal is to provide insightful advice that enables our clients to make informed financial decisions. We do not accept anything less from ourselves – and this is what we strive to deliver to you.
In the fall of 2022, we worked with Advisor Impact, an independent third party specializing in client surveys, to gain a better understanding of the needs and interests of our clients and to ensure that our services meet or exceeded their expectations. We were humbled and pleased with these results:
100% agree that they trust their primary GCD advisor and their team
99% strongly agree that GCD responds to questions/requests in a timely manner
95% agree that GCD helps them make better financial decisions
99% agree they are confident in GCD’s depth of knowledge regarding investment issues
92% agree that GCD provides a full suite of wealth management services
96% agree that GCD effectively communicates complex financial, tax or investment concepts
95% agree that they have a clear plan in place to reach their financial goals
98% agree that they will reach their financial goals
91% of respondents are very satisfied with GCD Advisors, with no respondents as dissatisfied
... and when prompted regarding the one attribute they most value about GCD advisors, the following words were used most often: trust, expertise, integrity, responsiveness, availability, friendship, and personal relationship.
*results may not represent the experience of all clients. Past results are no guarantee of future performance
Be sure to review all the services that GCD provides for its clients.
Check the background of this firm on FINRA's Broker Check.