Guided Wealth Portfolios
GFA Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to work toward growing, protecting, and conserving our clients’ wealth by delivering an unprecedented level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Our mission is to advise our clients to make the best decisions regarding their need to accumulate, protect and transfer their wealth. We work hard to understand each client’s desires and concerns while being committed to providing on-going service that consistently exceeds their expectations.
Building a successful portfolio begins with defining investment objectives, time frame and risk tolerance. Once we understand our client's unique and individual circumstances, we create unbiased, customized investment solutions to help work toward building, protecting and transferring wealth. We employ rigorous investment methodologies to construct your portfolio. We will monitor and make adjustments to your portfolio accordingly and we will review your portfolio's performance with you regularly.
We view the account you have opened with us not as the completion of a transaction. But rather the beginning of a relationship that we will strive to make both prosperous and long term.