At Gee Gibson & Associates, IG clients understand that every recommendation, strategy and piece of advice offered is solely rooted in their best interest. We are entirely focused on the goals of clients, and work with them to build a comprehensive plan that addresses all aspects of their financial well-being.
We believe in building long-lasting, trusted relationships with clients and creating a comfortable environment where they feel at ease and can share their hopes and dreams. We’re proud to say we’ve worked with multiple generations of families, ensuring retirement and estate planning needs are handled in a tax-efficient manner, and that legacies are protected and carried on for generations to come. We are proud that many clients have become friends, as we have helped navigate them through years of financial decisions.
We look forward to working with you and your loved ones, to create a foundation of financial security.