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About GB&T
Personal Services Business Services Loans Mortgages GB&T Financial Services Resource Center
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We recognize that there is a great need for professional financial planning strategies. In general, people are usually on the threshold of making their next key financial decision and we have the resources to help our clients make those decisions wisely. Your objectives might include college education funding, retirement security or tax reduction. Your aim might be for growth, safety, income or a combination of all three. No matter what your financial goals may be, we are equipped and committed to helping you achieve them. We recommend sound, careful planning. At the core of building an investment strategy is an examination of your current financial circumstances. We can help you develop a Personal Investment Profile, which will aid you in mapping out an investment strategy and identifying the appropriate elements to suit your needs. If you have an existing portfolio you wish to have analyzed, we can review your current holdings relative to suitability, performance, relative risk, yield and outlook. Our Financial Consultants are fully licensed professionals dedicated to helping you obtain the maximum possible return on your investment dollar. We are well-versed in each of the following areas:
Meet our Experienced Team:
Investment advisory products and services are offered by UVEST Financial Services,
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R. Scott Benjamin, CIMA®, CFP®
Wayne Bissell
Jerry T. Rogers
C. Alex Howard
Melinda H. McRee
Amy S. Palowich
Miriam M. Rhoades