Joseph Gunther, CFP®
Phone: 866-285-2434 Joe’s education pursuits have included St. Edward's University in Austin, Texas, “The College for Financial Planning” in Denver, Colorado, and finally Merrimack College near Boston, Massachusetts - where his course work concentrated on legal issues associated with financial planning. Joe is also a Certified Estate Advisor and a member of the Financial Planning Association and National Association of Financial and Estate Planning. Both of these credentials have given him the knowledge and the resources to assist his clients with, among other things, the establishment of family foundations.
Utilizing a thorough planning process, Joe’s mission is to analyze a client’s present situation and work along with them to make their goals become reality by implementing new strategies - or to better their existing program. Joe strives to create an open and honest environment where high-trust relationships can thrive and he can lead his clients in accomplishing their objectives and enjoys helping clients define and plan specific goals for each family’s individual and unique needs.
Joe has concentrated his planning practice in all areas of Life Planning and Wealth Management while focusing especially on income distribution for retirees. He and his staff offer planning services from the first floor of The Eaton Center in Norwich, NY.
Joe’s education pursuits have included St. Edward's University in Austin, Texas, “The College for Financial Planning” in Denver, Colorado, and finally Merrimack College near Boston, Massachusetts - where his course work concentrated on legal issues associated with financial planning. Joe is also a Certified Estate Advisor and a member of the Financial Planning Association and National Association of Financial and Estate Planning. Both of these credentials have given him the knowledge and the resources to assist his clients with, among other things, the establishment of family foundations.
Utilizing a thorough planning process, Joe’s mission is to analyze a client’s present situation and work along with them to make their goals become reality by implementing new strategies - or to better their existing program. Joe strives to create an open and honest environment where high-trust relationships can thrive and he can lead his clients in accomplishing their objectives and enjoys helping clients define and plan specific goals for each family’s individual and unique needs.
Joe has concentrated his planning practice in all areas of Life Planning and Wealth Management while focusing especially on income distribution for retirees. He and his staff offer planning services from the first floor of The Eaton Center in Norwich, NY.
|
||
|
200 Ashford Center North Phone: 770-353-6400 |