Broker Check

Why Choose Us?

You expect any investment advisor representative to provide investment advice, asset allocation, account monitoring, and performance reports.

When you work with Sue Gilman, you get much more:

  • Customized Plan: Sue identifies your priorities and customizes a plan to achieve your goals.
  • Single Point of Contact: Sue oversees how ALL your investments work for you.
  • Objectivity: Sue helps you avoid making emotional decisions about your finances.
  • Proactive Management: Sue helps you anticipate and prepare for life transitions.

Sue is a Certified Financial Planner®, which means she can help with more than your investment accounts. Some of the services she offers are:

  • Cash Flow Management
  • Tax Strategies
  • Risk Management: Life, Long Term Care, and Disability Insurance
  • College Savings Planning
  • Saving for Retirement
  • Retirement Income Planning
  • Social Security Planning
  • Estate Planning