Gary has been an exceptional CFP advisor to us. He has greatly assisted in the mortgage acquisition for our primary residence and the refinancing of this property in short order. By granting us access to many lenders and assisting us in finding the most competitive rates and terms that match perfectly with our personal situation. He goes to great length to ensure we have received all the necessary details for obtaining a mortgage and is very quick to respond to our needs even late in the evening and on weekends on occasion. He also gives us very insightful investment advice and practical avenues to pursue to build wealth. We highly recommend him for your family financial needs.