I've been in the financial services industry since 1981 and have seen good times, bad times, market crashes, recessions, volatility, tremendous swings - in other words - life. Having survived all this, I am more committed than ever to helping my clients simplify their financial lives by cutting through the complexity for them to arrive at a workable program for their long term financial success. Simply put - I am dedicated to using my education, experience and resources to help clients develop a financial plan that they understand and believe in. In my opinion, this is the type of plan that will work over the long haul.
As a holder of 5 degrees and designations, I am prepared to help you achieve your financial goals. My process is simple and user friendly. After an initial complimentary consultation, we mutually decide if we want to work together for your benefit. We then learn as much as we can about your personal and financial situation, set goals, do an assessment, formulate a plan and then jointly implement it. After that, we periodically meet to monitor and adjust your plan to meet changing circumstances. In addition to the actual planning process itself, a variety of financial products from quality providers are available to you.
A very crucial part of my practice is my team of Mary Harden who has been with me since 1984 and my daughter Danielle Witt who has been working with me since 2012. Between us we strive to outservice the competition with many proactive activities and rapid response to inquiries.
As a former avid marathon canoe racer, runner, athletic trainer, cross country skier and snowshoe racer, I have used various competitions as a platform to raise money for various local charities such as the Dream Factory, Camp Good Days and Special Times, The Arthritis Foundation, and the Vietnam Veterans Memorial at Highland Park. In the past 34 years, my generous clients and friends have pledged over $182,000 to these causes on my behalf. My current flagship fund raiser is the 44 mile Tour de Teddi Ride around Keuka Lake each September to help the children of Camp Good Days and Special Times. Let me know if you want to ride on my team in next years Tour on September 9th, 2023. E-bikes are welcome!
Marc R. Gillespie, CLU, ChFC, CFS, MSM, CLF
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