Gary T Crisci

Gary T Crisci

Managing Principal, PIM Portfolio Manager

Phone: 1-888-224-0792
Fax: 1-239-919-8697
E-mail:
 

Gary provides comprehensive investment planning,  If we develop a successful working relationship, I can work with you to help achieve your goals.

Gary has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific need since 1988.   With extensive experience throughout major shifts in the markets, Gary has dedicated his career to delivering personalized portfolio management & the investment planning services his clients deserve.

Gary seeks to provide valuable guidance on the complex aspects of wealth management through coordination with his clients' tax and estate professionals. He believes that his clients deserve an informed, educated and attentive financial advisor who provides timely, consistent and transparent services.

Gary is a graduate of Marywood University,  he also earned the ACCREDITED ASSET MANAGEMENT SPECIALIST™ CHARTERED RETIREMENT PLANNING COUNSELOR™ ACCREDITED WEALTH MANAGEMENT ADVISOR™ ACCREDITED DOMESTIC PARTNERSHIP ADVISOR™ designations from the College for Financial Planning.

Gary is very active in the local community and serves on many non profit boards and committees. Gary and his wife Lorrie are also busy raising their 3 children