Moving on Up!Please plan to join us Wednesday, May 25, 2022 from 1pm to 4pm for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
Kristen Celebrates 20 Years!In July 2021, Kristen Crouthamel, AIF® - Financial Advisor, celebrated 20 years in the investment advice industry. Read more here about how Kristen got her start in her career, and other fun facts about Kristen!
Key Provisions of the CARES ActThe CARES Act brought stimulus checks for some Americans, but it also has implications for retirement saving and spending. GCSB Investment Center is here to help you unravel what the CARES Act could mean for you.
The SECURE ActSigned into law in late 2019, The SECURE Act creates significant changes in retirement savings and spending laws. This includes changes for small business owners as well as those who are at or nearing retirement. Find out more.
4+4 PhilosophyAt GCSB Investment Center, we believe in a communication philosophy that builds a strong relationship and a frequent feedback loop, so your investment portfolio is uniquely built for your needs and you know how exactly what is happening.
Questions to Ask Your Financial AdvisorHave you reviewed or adjusted your investments and retirement plans lately? Does your advisor earn commissions based on the trades they place or the products you buy from them? Click here to learn about Accredited Investment Fiduciary designation.
GCSB Investment Center originated in 2002 to provide investment, insurance and retirement planning advice for our clients. We offer a wide variety of solutions for individuals and businesses. Whether planning for retirement, a child’s upcoming college tuition or to review your current investment strategy, now is a great time to sit down with our Financial Advisor. We will review your portfolio and discuss recommendations at no cost and with no obligation.
At GCSB Investment Center, we believe in a client-first, holistic, goals-based approach to your financial plan and investments. We have the independence, flexibility, strategic partners, and outside resources to help you achieve and exceed your financial goals and to live the life you’ve dreamt.
OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)
Please plan to join us for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
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Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
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