Broker Check

Our Relational Approach

Solutions for Short and Long-term Goals

Our committed advisors are by your side for the entire journey, ready to adapt and adjust your plan as needed. We are dedicated to finding practical and efficient financial solutions that align with both your present and future aspirations.

Starting Out

Starting Out

Explore Service
Building Wealth

Building Wealth

Explore Service
Nearing Retirement

Nearing Retirement

Explore Service
Living In Retirement

Living In Retirement

Explore Service
Defining Your Values for Holistic Planning

Defining Your Values for Holistic Planning

Our planning process starts with you first and foremost. Being not-for-profit means the definition and evaluation of your values is the best place to start for holistic financial planning. Your values guide and serve you in life and that should continue in creating a plan for your financial future.

Understanding Your Goals with Our Experienced Team

Understanding Your Goals with Our Experienced Team

Knowing your values leads to an evaluation of your short and long-term financial goals. These goals provide a framework for measuring the effectiveness of your plan while also helping us build a lasting relationship with you so that we can better serve you and your financial interests.

Defining Where You Are for Informed Guidance

Defining Where You Are for Informed Guidance

With your goals and values now well defined, we use our tenured knowledge to help you better understand what your current situation is. Knowing where you’re starting from is essential to knowing how to pursue your goals and you won’t be doing it alone. We’re here to help through the entire process.

Tailoring Solutions with Accessible Knowledge 

Tailoring Solutions with Accessible Knowledge 

Regardless of where you’re starting from, your current financial goals, or values, our solutions are tailor made for you with accessibility in mind. These are your finances, you deserve to know exactly what’s happening and exactly what your custom solution involves. We’re focused on you.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

What You Need to Know About Social Security

What You Need to Know About Social Security

Learn More
The Basics of Medicare

The Basics of Medicare

Learn More
An Arm and a Leg

An Arm and a Leg

Learn More
Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

Learn More

About Us

Explore our comprehensive services and discover how GTE Investment Group can help with your financial goals.

Explore Services

Our Team

Trust in our approach as we leverage the collective knowledge of our team to help you make informed financial decisions.

MEET THE TEAM

Contact Us

Contact us and discover how our team can help with your financial goals and create a brighter future.

Contact Us Today