GB Financial Group is a family firm, and as such the legacy of families and how that legacy is structured is something we understand first hand.
Our company started in 1994 with the vision to help families better protect their legacy. Our main goal is to best allow families to pass onto the next generations their values, their way of life, and the things important to them, be it education, philanthropy, public service or spiritual and religious values. Still at the core of our business today are our hallmark characteristics like determination, persistence, compassion, common sense, integrity and always seeking the best solutions for our client. By staying true to these values, the firm has grown into a leading wealth preservation and wealth transfer business driven by the highest personal and business ethical standards. It is our sole mission to assist our clients achieving their objectives to protect and pass on their legacies.
Our firm prides itself on its investments in and development of leading edge technology, systems organization, streamlined processing, and national expansion. Our understanding of insurance products, financing tools, and relevant legal and tax matters allows us to fulfill our promise to our clients to design the best possible solution for their individual needs. With offices in four strategic locations, we are able to provide personal service and familiarity with the local communities.
We treat everyone like our family and we work as a team, committed to helping and caring for one another. We also carry our core values to our associate strategic partners with whom we work closely to find solutions to help clients fulfill their dreams and visions.