As leaders in our community providing various financial services, we take pride in offering the best financial products and services to help you address your particular financial concerns. We are independent agents working with and for you to achieve your financial goals. We are dedicated to serving the needs of our clients each and every day.
Willie L. Gillis, Sr., Ph.D Licensed Insurance Agent & Public Notary
As a retirement and wealth management specialist have been in the retirement planning and insurance services since 1972. I have personally assisted clients in setting up their retirement plans and fulfilling their financial goals. I have a wide variety of financial products with which to use in helping others achieve financial peace of mind. My wife and I have worked together in this area for over 20 years.
Gina Gillis Licensed Insurance Agent & Public Notary
I am a retirement and wealth management specialist that has been working with retirees and pre-retirees in helping them to achieve their financial goals. I utilize a variety of insurance financial products to accomplish this goal.
- IRA Rollovers
- 401K & 403B
- Govt. Employee TSP
- GM Retirees PSP
- Life Insurance
- Estate Planning (Life, Disability and Final Expense)
We are certain, that you will find us very helpful in accomplishing your financial goals and that is why we offer a free "no obligation" 1hr consultation.