Gerry Wiebers

Founder at Wiebers Financial Group

Prescott, Arizona

Quick Answer

Gerry Wiebers, Founder, is a licensed independent financial professional at Wiebers Financial Group in Prescott, Arizona with 36+ years of experience. Specializing in Pension Planning, College Savings Planning, Indexed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Gerry Wiebers in Prescott, Arizona

Phone: 928-327-1477

Email: [email protected]

Areas of Expertise in Prescott, Arizona

Pension PlanningCollege Savings PlanningIndexed AnnuitiesRetirement PlanningWills & TrustsEstate PlanningLife InsuranceSocial SecurityFederal Employee BenefitsLong-Term Care PlanningTax PlanningRoth Conversions

About Gerry Wiebers — Prescott, Arizona

Licensed Independent Financial Professional · 36+ Years Experience · SafeMoney Certified™

Gerry Wiebers is the founder of Grand Canyon Education Academy and has been a trusted financial professional for over 36 years, specializing in SafeMoney retirement education. As a Life Member of the Million Dollar Round Table (MDRT) and a Life and Annuity Certified Professional (LACP), Gerry has demonstrated a consistent commitment to excellence and client service throughout his distinguished career. Practice Focus Gerry's practice focuses on SafeMoney retirement education for pre-retirees, retirees, families, and federal employees. He helps clients with pension planning, college savings planning, indexed annuities, retirement planning, wills and trusts, estate planning, life insurance, Social Security, long-term care, tax planning, and Roth conversions. His approach emphasizes principal protection, guaranteed income streams, and tax efficiency—helping clients pursue financial security and peace of mind throughout retirement. Educational Approach Known for his straightforward, edu...

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Frequently Asked Questions About Gerry Wiebers & Financial Advisors in Prescott, Arizona

What services does Gerry Wiebers offer?

Gerry Wiebers at Wiebers Financial Group offers Pension Planning, College Savings Planning, Indexed Annuities in Prescott, Arizona. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Gerry Wiebers SafeMoney Certified?

Yes, Gerry Wiebers is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.