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May 2024 by Deano M.
Michelle Taylor and team provide a game changing service, both professionally and personally. As our company (construction industry) began to grow we quickly realized we were entering territory that we were unfamiliar with and frankly unprepared for. In very short order Michelle provided guidance for cash flow management, risk management, business structure, etc… all while providing us with a professional network for numerous services. The total package has allowed us to increase profit margins, GREATLY reduce risk, and plan for future moves beyond any of our expectations just a few short years ago. On a personal note, (without getting into private details) I can say unequivocally that this service has permanently changed the course of my families life while approaching personally finances from a generational wealth perspective.
This is NOT the place to go if you are looking to get out of credit card debt or need a lesson on how to save some money. From my experience, This is a very high end boutique financial advisor (and much more) for those looking to take the next step or leap in there already successful and growing business.
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May 2024 by Northmen Roofing
My company works with Gambin Financial group for financial advisor and payroll services. They have changed the way we do business! We have been given many tools to help with cash flow, company structure, and even insurance policies. Highly recommend for any established business or ones looking to take a big leap.
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May 2024 by Dean Markley
Our company is using Gambin Financial for payroll and financial advisor services. The team is incredibly knowledgable and takes and active roll in our companies financial planning. As a growing company we greatly appreciate the hands on approach and help navigating the goods and bads associated with such growth.
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January 2021 by Drew Bryant
Gambin Financial has been a true life changer for my family and I. Claudio and his team are true perfectionist of their craft. So far we have worked with GF on personally structured investment strategies, life insurance polices, & invaluable networking connections, all that fit us best. Most importantly these guys truly care. Everything we entertain with Gambin Financial is presented with uber clarity & confidence. Claudio and his team have become apart of our family, we truly appreciate their guidance and intend on utilizing their expertise to guide our families future wealth for years to come. If you looking for a dedicated advisor for structured financial planning and support you've found the answer.
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January 2021 by Aj C
I had questions when I first was looking for life insurance between term and whole life and when I called customer service they were very good at explaining the differences and very patient with me. I was extremely happy with the service I got from him. Would recommend them to everybody.
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January 2020 by Jamin Sebastian
Claudio is the BEST ! I am very cautious when protecting my money. I am glad I trusted my gut on this one. I have been a client for many years and look forward to a rewarding financial future with an excellent team.