GEF Financial specializes in the specific financial needs of our clients. We are here to listen to you, to advise you, and to help you feel confident about making difficult financial decisions. When you select GEF Financial Group you gain a full-service investment firm with over 150 years combined experience as a resource for your family and business. Our clientele benefits from having an experienced team of professionals. However, a successful life-long financial program often includes issues far beyond portfolio management. Ultimately our Goal is to guide you through the challenges of a changing world and allow you to achieve your financial goals.


We consider the financial education of our clients to be an important part of our service. When advising, we take the time to explain the strategy and rationale behind our recommendations. A team environment and a shared investment philosophy ensure continuity for your family.

With extensive experience and resources, GEF Financial Group provides strategic plans and investments tailored to domestic clients as well as international clients. We are proud that the vast majority of new clients come to GEF Financial Group by way of referrals from our existing clientele - a powerful endorsement. As a full-service investment firm, GEF Financial Group provides its clients with comprehensive financial services.