About
I am Gary Waitzman, an experienced CPA, Attorney, and Financial Advisor with a focus on helping clients navigate through the complexities of planning for their retirement. I am committed to being your partner in strategizing and executing plans that will allow you the most beneficial outcome for your personal situation.
Testimonials
Gary and his whole staff are professional and welcoming. Dealing with financial and estate decisions can be stressful. They make the experience comfortable and enjoyable!
I feel Gary is striving to educate clients, more than he is to sell them something. I have a sense that he really cares for his clients’ well-being. He is accepting of the fact that I may not always agree with him. Gary’s staff are always pleasant and treat me like a valued client, not just another customer.
Gary has a unique ability to make you feel comfortable immediately upon entering his office. He is unique in his ability to explain over and over again his products; he wants to make sure you understand every detail and nuance; and most importantly, he cares about you as an individual.
It’s Not What You Own
It’s What You Value
I / my team believe that everyone, rich or not so rich, deserves great financial advice and planning services. You can be confident that we’ll put YOUR BEST INTERESTS FIRST and that you are getting the best expertise we have to offer.
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