Mark Gilbertson

President at GILFI

Eau Claire, Wisconsin

Quick Answer

Mark Gilbertson, President, is a licensed independent financial professional at GILFI in Eau Claire, Wisconsin with 40+ years of experience. Specializing in Retirement Planning, Financial Management, Tax Management. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

Contact Mark Gilbertson in Eau Claire, Wisconsin

Phone: 715-828-7526

Email: [email protected]

Areas of Expertise in Eau Claire, Wisconsin

Retirement PlanningFinancial ManagementTax ManagementEstate PlanningRisk ManagementEducation Funding

About Mark Gilbertson — Eau Claire, Wisconsin

Licensed Independent Financial Professional · 40+ Years Experience

Since 1980, GILFI has been in the business of building, preserving and transferring wealth for individuals and small businesses in Eau Claire, Wisconsin and throughout the region. 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. Professional Credentials Mark holds Series 7, 63 & 24 securities registrations as well as life, variable life, health and disability insurance licenses. His comprehensive qualifications allow him to provide well-rounded financial guidance to clients throughout Wisconsin. Client-Focused Approach 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. Comprehensive Financial Services At...

Service Areas

Contact for service area information

Media

No media available

Upcoming Events

No upcoming events

Profile Updates

No recent updates

Frequently Asked Questions About Mark Gilbertson & Financial Advisors in Eau Claire, Wisconsin

What services does Mark Gilbertson offer?

Mark Gilbertson at GILFI offers Retirement Planning, Financial Management, Tax Management in Eau Claire, Wisconsin. 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 Mark Gilbertson SafeMoney Certified?

Mark Gilbertson is an independent licensed financial professional specializing in retirement planning and safe money strategies in Eau Claire, Wisconsin.

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.