Client’s Testimonials
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"For thirty plus years, Gary has guided our finances through our ever changing stages of life. It's with his knowledge and care that we are now enjoying a stable retirement."
Geoff & Beth B.
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"We first met Gary over 30 years ago and we have been grateful ever since. He has done a great job finding out our goals and taking great care of us into our retirement. We love that he has used tax efficient investments to help keep our tax bill down. The regular meetings keep us up to speed on our investments as well as any new options that may be available. We can’t recommend Gary enough."
Al & Nancy B.
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Many people strive to have clarity and certainty in regard to peace of mind pertaining to investing and pursuing a level of financial freedom. I have been involved with many finacial advisors and also contemplated investing my future independently and without a doubt, I would not be where I am financially if it was not for Gary Journeay and his guidance, and knowledge and expertise. Gary has allowed my wife and I to have a comfort knowing that we are very sound when it comes to not only the financial investments we have made with Gary, but also our retirement. Retirement now is not a scary word that many fear due to investment portfolio and their ability to have some sense of security not only for themselves but for their family as well. I believe anyone should have a financial advisor, no matter how much you make or how old you are. I would and have highly recommend Gary to help guide anyone toward financial freedom as the wrong investor (which includes trying to maneuver through financial world by yourself), will not provide what Gary has for Tracy and I. We believe that our financial path with regards to our short term and long-term goals are in great hands with Gary and we are grateful as he has been the best investment Tracy and I have ever made.