“One of the pillars of our financial services is that we offer our clients estate planning. Being new in this industry, my idea of estate planning is having a Will in place. With Gerst & Associate’s expertise and experience in this particular field, I have learned that it is much more. A well- thought out estate plan ensures that your family or business is cared for should something happen to you and that your money goes where you want it to.
Bert and his team have a way of making complicated terms easily understandable even if you are a newbie in this field. Their desire to mentor new financial advisors and transfer their wealth of knowledge is admirable to say the least.
Thank you Gerst & Associates for your valuable training and guidance.”
Don G.
“I am writing this recommendation letter in regards to Bert Gerst and his team that have many years of experience dealing with running a Financial Services Practice. As a student of G&A, I can recommend their training for anyone interested in learning about becoming a professional Financial Advisor.”
Basil P.
“Bert has recently started a Financial Training program for those who would like to become financially wealthy with proven strategies. He has an excellent command on the subject matters and provides detailed answers to those who need further clarification.
I attended one of the sessions in Mid-December 2019 and strongly recommend it to wealth seekers.
Thank you.”
Aslam C.
“Over the past few months I have had the privilege to spend time under the tutoring of G&A, who specializes in Estate Plans, Individual and Business Tax Strategies and Marketing to increase the worth of your own business.
Throughout meetings, it is evident their “down to Earth” approach in teaching us the importance of understanding the most basic information up to and including complex concepts through a process that is explainable to all levels of educated and experienced people.
Gerst & Associates takes pride in being able to communicate on a one to one level with both students of their workshops and the clients they take on.
Their meetings are planned in a very organized fashion. Gerst & Associates helps to educate both students and clients so that they are able to go away feeling very satisfied in understanding, on a much higher level, concepts that they may not have understood beforehand.
Most of all and not to undermine the knowledge Bert in particular has, the style and way he treats all people with dignity and respect regardless of their education or lack of knowledge in specific areas is very comforting and refreshing in an industry that tends to make things to complicated.
It has been my distinct honor to learn and now work along side Gerst & Associates as they are very supportive and patient with someone like me who has much to still learn.
Respectfully yours,”
Troy M.