Specializing in Estate and Retirement Planning


Gerard & Associates, Inc. is an independent financial services firm established in April of 1997. We strive to offer excellent financial planning* and investment advice to all individuals and families. Our primary objective is to assist individuals and families in working toward their financial goals with a well-defined roadmap that can be tailored to adjust to any curve in the road.

We take pride in servicing our clients with all of their financial needs, goals and objectives. Our services include all areas of financial management and retirement planning as well as estate planning and preservation. Whether you are a single person or a family, retired or approaching retirement, saving for your children's education or are in need of protecting your assets for your heirs; we are there every step of the way.

We work closely with our clients' attorneys, tax preparers, accountants, realtors, health care offices and other professionals. We are dedicated to making the investment process as simple as possible for our clients.

Allow Gerard & Associates, Inc. to help guide you down the road to financial independence.