Gerard Gruber

President @Harbor West Financial Planning Wealth Management

Harbor West Financial is a value-oriented financial planning and wealth management firm dedicated to working with you to build a sound financial future. Life can be overwhelming at times. Whether you\'re going through retirement, a career change, divorce, or loss of a loved one, there are a lot of questions and struggles where you may need some guidance. With over 20 years of experience consulting with people regarding their financial concerns, we have helped many of our clients transition to their next stage in life by offering caring, helpful and valuable advice for both your immediate needs as well as your long term financial well-being. We offer solutions – whether it’s saving for your future through Retirement Plans, dealing with the challenging financial issues in the context of a divorce, funding your children\'s education, starting or expanding a business, or purchasing a second home - we consistently do our homework and on occasion navigate through financial landmines in order to achieve your objectives successfully. Additionally, your financial planning needs may include the need to protect your family against misfortune and help you understand how Life, Disability and Long Term Care insurance can be used effectively in a financial plan. Using your financial plan as a guide, we regularly review and discuss your progress and adapt to any unexpected changes that may occur to your lifestyle. To learn more about how we can assist you and your goals and move towards an improved peace of mind, please call 20••••••77 for a consultation. Securities and Advisory services offered through Geneos Wealth Management, Inc. FINRA/SIPC Investment Advisory and Financial Planning Services offered through Geneos Wealth Management, Inc. Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by the financial institution. Investments are subject to risks including loss of principal.