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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