GYL Financial Synergies: A Teamwork and Giving Back Approach

As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first. In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement. Listen to this insightful RIA episode with Gerry Goldberg about the importance of teamwork and giving back. Here is what to expect on this week’s show: - How client referrals and building strong networks can lead to a successful business. - Why GYL Financial Synergies focuses on hard work, teamwork, and holistic planning to meet their clients’ needs. - How managing time effectively and setting priorities while maintaining a work-life balance is vital. - Why providing peace of mind to your clients allows you to help them navigate challenging financial situations. - How it’s important for companies to give back to their community and support charitable initiatives as part of their values. Connect with Gerry: Links Mentioned: gylfinsyn.com LinkedIn linkedin.com/company/gyl-financial-synergies Learn more about your ad choices. Visit megaphone.fm/adchoices