Since 1980, Gilfi has been in the business of building, preserving and transferring wealth for individuals and small businesses. Owner Mark Gilbertson launched his career in the financial services industry in 1984 and since that time, his experience and training have continually resulted in referrals from clients and professional colleagues. He holds Series 7, 63 & 24 securities registrations as well as life, variable life, health and disability insurance licenses.
You’ll find Mark’s enthusiasm for his business contagious and your time with him well spent. He insists that everyone who comes through the door receive a courteous, professional and confidential experience; something often forgotten in today’s service industry world.
At Gilfi, we handle a variety of services from investment and retirement planning to risk management and estate conservation solutions; and we excel in helping our clients develop comprehensive, cohesive financial goals designed to meet their short-term and long-term objectives. We do so through an active listening process prior to the construction of your plan.
While not everyone is looking for a comprehensive overview, we are able to choose from the following areas of specialization:
- Retirement planning, Financial Management, Tax management, Estate planning, Risk management, Education funding
