We are Wealth Advisors for the investor who wants in-depth planning and guidance! You have arrived at our website because you are interested in what financial planning could offer you. You chose Gaddis & Gaddis because you expect something more. We strive to offer you exemplary service because that has been our standard for nearly 20 years.
No matter what your situation, you can benefit from financial planning. Parents need to begin planning and saving for their children's college expenses. New employees should think about beginning their retirement savings plan. Near-retirees have to look into rollover options for their company plans. Business owners of every size may appreciate help setting up and maintaining their company's retirement plan. And, retirees want to preserve their money thoughout their life and still have enough to pass along.
We are the planning professionals to offer you guidance through your individual situation. As independent advisors with LPL Financial Services, the nation's #1 independent brokerage firm*, Gaddis & Gaddis have nearly 30 years of experience to offer you.
Please take a few minutes of your time to look around our web-site and see what we have to offer you. Contact us with any questions and we look forward to meeting you soon!
*As repored by Financial Planning magazine June 1996-2010, based on total revenue.
"Our mission is to provide a service for our clients above and beyond their expectations. We want them to have more free time to do what is most important in their lives.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, GA, IA, IL, KS, LA, MI, MS, NC, NE, NH, NM, NY, OK, SC, TN, TX, VA, WV, WY. No offers may be made or accepted from any resident outside these states.
IMPORTANT CONSUMER INFORMATION A broker/dealer(BD), investment advisor (IA), or IA representative may only transact business in a state if first registered, or is excluded from state broker/dealer, investment advisor, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Securities and Financial Planning offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC
