Don’t wind up living in a shack in the hills …

Schedule a meeting with Gerrish Financial today and start taking control of your financial future.

Gerrish Financial provides practical financial plans specifically created to help clients take control of their finances, reduce financial stress, and achieve their life goals.

Are you in financial control? Have stress? Achieved your goals?

Our financial plans are designed to help you take control of your finances, reduce stress, and achieve your financial goals.

To learn more about our financial planning and investment management services, schedule a complimentary "Discovery" meeting today.

Gift Certificate Program – 2014

Today marks the release of our financial planning gift certificate program. This is a fantastic and thoughtful gift for those special people in your life. We offer our gift certificates in several options to best fit your gift giving needs. Your purchase also includes a gift certificate Sample for presenting to your gift recipient on their special day.

Gift Certificate Options

  1. A flat dollar amount to be used towards any of our services offered
  2. A select number of prepaid hours to be used towards any of our services offered
  3. Prepay the entire amount of the recipients needs (requires a pre-consultation with us to determine the scope and cost)

Additional Program Features

  • No expiration dates
  • Transferable to other family members
  • Can be used for any of our services
  • No need to redeem entire gift certificate at once
  • Lost certificates – notify us for a replacement


Contact us today and give the gift of financial planning.