"Excellent insight. In depth fact finding interviews, with options based on personal risk tolerance. Easy to get follow up appointments to discuss market trends and possible adjustments to the plan. I would characterize the customer experience as superior. Have made several referrals, and would so again, without reservation."

"I feel very confident that my investments are secure and will be well managed by GWM. They are competent, communicate clearly and make you feel like part of their team."

"I have been with this company 7+ years. They have grown significantly during that time but still maintain the qualities that first attracted me to them: friendliness, integrity, availability, and an ability to address my personal financial needs. Each staff member I have dealt with reflects these same values. They work very hard and keep their clients as their top priority."

"Investing was never a strong point of mine. Most financial planners or managers want to show you how brilliant they are by bombarding you with market facts and or jargon! I want to make my money work for me and while I am interested in learning more, most want to overwhelm you with minutia. Global is different, they are client focused and adapt well to your needs and present the necessary information plain and simple. If you want more information or detail just ask. I have been a client for 18 months or so and are pleased with both their customer service and the earning on my dollar."