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Your Journey to Financial Independence

Charting a course to achieve your financial goals

 

We seek to build and preserve your wealth

Service and personal attention are our hallmarks – defining qualities which set us apart from other firms. The personal relationship we develop with each client starts at our first meeting, where we identify your needs, risk tolerance and objectives.  Using client-specific financial analysis and investment research, we design our services to secure your financial well-being for the long term.  As your investment manager, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.

Let us help you with:

Investments and Retirement Planning Stocks Bonds Mutual Funds Annuities Managed Accounts IRAs Estate Planning

Comprehensive Financial Planning Retirement Planning Education Funding Insurance Planning Life Insurance Long Term Care Insurance Disability Income Protection

 

At Garvey & Associates, we distinguish our firm in many ways:

•    We are independent financial advisors representing our clients, not a particular company.
•    We take a comprehensive approach to financial planning; coordinating your retirement, investment, tax, estate and insurance plans.  We have developed strategic alliances with other professionals, including attorneys and CPAs, to provide these services.
•    Our advisors and strategic partners are among the most experienced in the industry, possessing a variety of prestigious professional credentials and degrees, such as: CFP® Professional, Chartered Financial Consultant, CPA and Chartered Life Underwriter.
•    Our success has been the result of building long-term relationships with competent, professional advisors and supporting the personalized services they provide to their clients.

Our Values

•    A comprehensive approach to financial planning is essential in helping clients achieve their goals and objectives.
•    Advanced professional designations and continuing education are necessary in today’s complex and dynamic marketplace.
•    Consistentreturns can be the result of developing a personalized, long-term plan and sticking to its implementation.
•    Having confidence in your investment and risk management strategy is a result of open communication and ongoing review.
•    We work to meet – then exceed – our clients’ expectations.
•    As independent advocates for our clients, our goal is to be an extra set of eyes and ears for them.
•    We want to anticipate clients’ needs and solve problems before they arise.

Our Mission

Our mission is to partner with clients to help them establish and achieve their financial goals through objective financial planning, management of investment assets, and the implementation of risk protection strategies.  Our purpose is to help build, manage and preserve clients’ wealth.