GARDNER FINANCIAL SERVICES

CONNECT

Address:

5303 Dunmore Road
Wilmington, NC 28409

Phone:

203-494-1768

Fax/Other:

860-863-5553

Services

I believe that communication and education are the fundamentals in building a successful working relationship.  I will listen to your goals, prior experiences and concerns and together we will work towards building a financial plan that you will feel confident about.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I will help you execute a sound financial program utilizing the following products and services:

Personal Services:

  • Retirement Plans: Traditional, Roth, and Rollover IRA's
  • Life Insurance: Term, Universal, Whole, Variable Universal Life
  • Long-Term Care Insurance
  • Annuities: Variable, Fixed, Immediate, and Index Annuities
  • Educational Plans: 529 and Coverdell Education Savings
  • Investment Advisory Services

Business Services:

  • Retirement Plans: Sep and Simple IRA's, Profit Sharing Plans, 401(k), 403(b), Defined Benefit, and Cash Savings Plans
  • Deferred Compensation
  • Non-Profit 501(c)(3)

Available Products: Mutual Funds, Stocks, Bonds, Annuities, 529 College Savings Plans, Life Insurance, Investment Advisory Portfolios

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck