Reviews of GCG Wealth Management (Financial Consultant)

Jaclyn Schirf

Great people to work with. Super responsive and very trustworthy. I really felt like I was more than just a number to them.

Jonathan Swope

Thoughtful conversations of a multi-finance approach that helped me organize my financial future. They were the best.

David Hannon

My experience with GCG was not very good. It started out ok, we'd never used a Financial Advisor before, but felt like it could be a good thing so at the advice of a friend we gave Jonathan Malone at GCG a try. After a little over a year it just didn't seem like a good fit. We were paying them 1% for the right to have most of our money managed by SEI (another financial manager) and then paying SEI and additoinal 0.25%. We asked to move our money out and got a lot of half thought through arguments about how we shouldn't judge them based on the limited time we'd been using them, etc... I have a strong numbers background and requested data and numbers and I got a lot of nice words and negativity. In effect it reinforced my decision. On top of that he strongly pushed us into a Life Insurance policy that I remain skeptical about but am locked into for the rest of my life. When I tried to ask questions about the process he went through to push us towards this particular policy (granted this was after the policy had been in place for a little over a year so I knew I was more or less stuck and after I'd pulled most of our money out of GCG) I was met with silence, no real answers and ultimately accused of housing animosity towards my advisor that he didn't understand. I was simply trying to get information on why this particular policy. In the end I got zero answers and was told that my account would be better managed by the home office. I asked what that meant assuming it meant the life insurance company for this policy. That was apparently not the case as he remains listed on my policy account. Today I moved the remainder of my money out of GCG. I spent 3 weeks trying to email Mr. Malone and finally after a text message exchange where he first informed me he didn't have my number he let me know that my emails had gone to his spam. At this point I expected him to handle this final transaction but instead was told I needed to call a 1800 number as my account was no longer managed by him. So apparently that's what he meant by transferring me to the "home office". I would not recommend Mr Malone to anyone. He is a nice person, but in my opinion not a very good financial advisor. He will try to push you into a lot of insurance policies that I felt like he was getting major kickbacks on (he was very pushy with these). Additionally I don't recall a single bit of investment advice he provided which is what I really wanted. I can't speak to anyone else at GCG so maybe other managers there are better, but considering he's a partner and VP I have my doubts.

Mike Brannock

Our team has been led by Andrea since the beginning. We wouldn’t trust anyone else with our financial strategy and management. Great people make great companies!!

Lauren Hill

My experience was very positive. I really appreciated their multi-finance approach and they made me feel important and listed to my needs.

Chris Hunnicutt

I contacted John Moravek to consult me on my life insurance policies. After a little research, he informed me that there was significant savings to be had, while getting into a better policy. John made the transition simple and seamless also.