Greg A. Gulick

Gulick Wealth Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $25,000

Minimum client income required: $50,000

Title: Financial Consultant

Offering advice since: 2004

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Compensation and Fee Structures:

Fee based

Licenses, Certifications & Affiliations:

LPL Financial

Education:

Bachelors of Business Administration Accounting, St. Edward's University

Will provide references upon request?

Yes


Further information about Gulick Wealth Management:

(Size of firm: 0-9 advisors)

As an independent advisor, we create unbiased, customized investment strategies to help build, protect and transfer client's wealth.

We are committed to helping individuals and families meet and exceed their life goals.


Contact Information for Greg A. Gulick

Phone: (214) 257-8277
Please support us by letting this adviser know you found them through Boomerater

Fax: (214) 461-0458

Address for Greg A. Gulick:
5718 Brushy Creek Trail
Dallas, TX, 75252

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