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 a survey, done in November 2014, we contracted 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 exceed our clients’ expectations. We were pleased and honored that 97% of our clients are satisfied with their overall relationship with GCD.
Be sure to review all the services that GCD provides for its clients.
Check the background of this firm on FINRA's Broker Check.