General Info

Arthur Gerry, a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), has been in the financial services industry for over 40 years. The breadth of his experience allows him to guide you toward financial stability by having access to a multitude of wealth management strategies. Mr. Gerry works collaboratively with you, leading with integrity and taking the time and care needed to understand you and your financial goals. He then documents your goals and tracks your progress. This careful and consistent review ensures that you have the right products and diversification that align with your objectives and risk tolerance.