Reviews
What our clients are saying.
“I've been a client of Jerry Clark's since 2008. I am very pleased with the way he handles my investments, my life insurance and my retirement strategy. He has a wonderful staff who handles all your needs very efficiently. I’ve been with other companies in the past but they don't compare! He looks after the client at all times and that's what you want in a financial advisor.”
— Dr. Pallotta
“Trustworthy is a word that best describes Jerry Clark. He has been diligent and hardworking in fulfilling our families' financial goals not only now, but also but also beyond retirement. We are blessed to have met a person with such integrity and transparency.”
— Eulogio G.
“I have been working with Jerry Clark as my financial advisor for many years. I selected Jerry as my financial advisor after attending many presentations from various advisors. He listened to where I was financially and where I wanted to be when I retired years later. We talked about how to get from my then present financial position to ensure a comfortable retirement years later. He very patiently explained the different financial instruments that that were available and how to use some of them to achieve my goal. I was, and am, treated as an individual and not inserted into a "one size fits all" plan.
Throughout the years I periodically met with Jerry and his team to be sure that everything was on track allowing for the changes in the market place. By following his advice I am now retired and have a comfortable income stream being generated by the blending of the financial instruments he suggested. It is a comfortable position for me because I don't have to monitor everything on a frequent basis, and the team he works with know more about managing money than I do. I have found he and his team to be very responsive to all of my questions, needs, and extremely helpful with all of the paperwork required.
— Steve O.
“I have been a client of Jerry Clark since 2009 – initially with my husband and, since 2014, as a widow. Throughout the years, I have consistently experienced exceptional service from Jerry and his team, including Carol and Grayson, who create a warm, welcoming, and highly efficient environment. They genuinely prioritize their clients' well-being, offering thoughtful guidance while carefully considering the appropriate level of investment risk to ensure financial security and peace of mind.”
— Mary G.