“We should remember that good fortune often happens when opportunity meets with preparation.” -Thomas Edison
This is your time – you talk, we listen
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We provide open and honest communication with our clients
Our Philosophy
A client’s personal aspirations are the reason for our dedication in helping you individually. Our philosophy is to manage against a benchmark to help us fulfill your expectations.
• Retirement/Estate Planning • Retirement Income Solutions • Annuities and Life Insurance • Solutions for Business Owners • Mutual Funds/Exchange Traded Funds • Individual Stocks and Bonds
• This is your time – you talk, we listen
• Freedom to ask questions
• A welcome and comfortable feeling
• Gissy Investment Services will learn more
about you and your aspirations
• We will develop action items together
