Areas of Expertise in Feasterville Trevose, Pennsylvania
Retirement Income PlanningTax-Efficient StrategiesWealth ProtectionEstate Planning
About Jerry Gross, MBA, CLU®, ChFC® — Feasterville Trevose, Pennsylvania
Jerry Gross, MBA, CLU®, ChFC® is the President and Founder of Gross Financial Services, serving clients in Feasterville Trevose, Pennsylvania and throughout the greater Philadelphia region. As a Safe Money Certified™ professional with a financial career spanning more than four decades, Jerry has been helping clients grow and protect their wealth since 1981.
Academic and Professional Excellence
Jerry brings a strong academic and professional foundation to his Pennsylvania practice, holding an MBA along with the Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC) designations. These credentials reflect his commitment to the highest standards of financial education and ethical practice.
Client-Focused Mission
Jerry's mission is simple but powerful: to help clients earn more interest on their money while legally reducing their tax liabilities. He combines experience, integrity, and practical financial strategies to deliver outcomes that support long-term financia...
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Frequently Asked Questions About Financial Advisors in Feasterville Trevose, Pennsylvania
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.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
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.