Gary Plushnick

Background

About Gary Plushnick

Throughout my entire career as a Financial Advisor my most deeply held principle is that clients come first. As a holder of the Chartered Retirement Planning Counselor℠ (CRPC®) designation, the nation’s premier retirement planning credential, I learned to create a “roadmap to retirement” for my clients. LET'S CONNECT IF YOU ARE:* Concerned about meeting your eventual or current retirement needs * Thinking about consolidating old retirement accounts * In need of assistance with managing your personal investments * Worried about college financing for children or grandchildren * Receiving an inheritance, settlement, or proceeds from the sale of a home or business * Recently divorced or widowed and want to get a handle on your finances * New to the area and would like to work with a local advisor * Anxious that you may not be adequately insured OR:* Your current advisor is not meeting expectations I provide comprehensive planning and investment services for a limited number of individuals and families. I believe that I deliver conflict-free and unbiased advice, with no pressure to sell proprietary product. In consultation with world-class subject matter experts, I offer access to the resources and insights that I believe my clients deserve to get their financial affairs in order and help keep it that way. EXPERIENCE: Investment Plans, Retirement Accounts, Equities, Fixed Income, Mutual Funds, Unit Investment Trusts, Closed End Funds, Exchange Traded Funds, Annuities, Life Insurance, Long Term Care Insurance, Cash Management and Lending Solutions. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, and WI Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social