Welcome

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.

 

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Moving on up! - 05/11/22
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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Managing an Inheritance - 05/01/22
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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