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Call us today at 609-737-6600
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Our Wealth Management Services
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Schedule a discovery meeting with the GM Financial Group

If you feel our services may be right for you, please contact us to schedule a complimentary discovery meeting.

Schedule a Discovery meeting

Second Opinion Service

Our Second Opinion Service will assist you in determining if your financial plan, investment strategy, and wealth advisor are working toward achieving your unique goals.

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NAPFA

The GM Financial Group, LLC is a fee-only, no commission comprehensive financial planning and investment management firm ready to help you meet your financial goals.

We work with you to:

  • Create Financial Comfort
  • Enjoy and Protect Your Lifestyle
  • Help and Safeguard Your Family
  • Clarify Your Future Goals and Plans
  • Build a Legacy

As a trusted financial advisor, whether your objective is to build a secure financial future or to define and preserve an important legacy, we are passionate about stacking the odds in your favor.

We work with:

  • Individuals and Couples
  • Small Business Owners
  • Sponsors of Qualified Retirement Plans – 401(k)s and 403(b)s

We work within Our Code of Ethics

We steadfastly abide by our core principles and are passionate about building relationships that will last for generations. In order to fulfill our mission, we are committed to:

  • Acting as a fiduciary at all times. The advice we give is always in the best interest of our client.
  • We refrain from selling products or receiving commissions or hidden fees.
  • Preserving the independence of our firm and maintaining complete objectivity with respect to our advisory services.
  • Maintaining excellence through education relating to Modern Portfolio Theory, strategic asset allocation and financial, tax, estate, and risk management planning.

We work as a FEE-ONLY NAPFA REGISTERED ADVISOR

We are Fee-Only. This indicates we are compensated solely by ways of fees paid by our clients. We do not sell any products or receive any commissions or compensation from third parties. This eliminates any conflict of interest. Our recommendations are completely impartial and unbiased. We are a NAPFA Registered Advisor. Founded in 1983, the National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planners. NAPFA registered advisors sign a Fiduciary Oath that puts client’s interests above all others. NAPFA registered advisors must meet the most rigorous continuing education requirements in the industry.

We work for your success

At The GM Financial Group LLC, our outstanding reputation is our finest attribute and our client’s satisfaction is our greatest reward.

Call us at 609-737-6600

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