2019 has been a year of change and growth for both Ganim Financial and Larry Ganim! Change born from my designed destination for the business as well as myself. I have been hard at work for a few years now preparing Ganim Financial for the future. This future is not just my own. My team and I strive for continued prosperity so that promises made are promises kept for the multiple generations of clients that we are privileged to serve.
Our 2019 Annual Report will update you on the progress we have made in the past year as well as the new developments that will enable us to meet the growing needs of our clients and communities. We are pleased to share our report with you and wish you continued good health and prosperity in 2020.
“Vision without execution is hallucination.””
-Thomas Edison
A Look at What's Inside:
- Letter from the Chairman – Lawrence J. Ganim
- Employee Benefits – Valerie Koch, AIF, CIC, Vice President/COO
- Retirement Timing – Kwok Eng, CFA, Senior Portfolio Analyst
- Wealth Management – Chris Ganim, Director of Wealth Management
- Retirement Plans – Robert A. Lockery, AIF, Director of Retirement Plans
- Community Involvement – Giving Back to Our Community
Getting Started
All of our relationships start with a meeting in which we get to know one another. There is no cost or obligation with many clients having plans in place and looking for a free second opinion. Please don’t hesitate in contacting us at 203.335.0851 and we will be happy to assist you in any way we can.
Contact Ganim Financial
There are no warranties implied. GFS Wealth Management Advisors, Inc. (“GFS”) is a registered investment adviser located in Bridgeport, CT. GFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. GFS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GFS’s web site on the Internet should not be construed by any consumer and/or prospective client as GFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GFS, please contact the state securities regulators for those states in which GFS maintains a registration filing. A copy of GFS’s current written disclosure statement discussing GFS’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from GFS upon written request. GFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GFS’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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