About Us

Simplified. Strategic. Smart.

At Gaynes Financial Services, our goal is to help you coordinate the complexities of your financial life. We strive to reduce the stress of managing your money and create enjoyable investment experiences for you in many ways. As your dedicated advisor we can simplify processes, interpret recommendations, analyze opportunities, offer advice, design strategies, and monitor your financial plans.

It’s not uncommon for people to work with 7-10 professionals in order to provide some sort of financial guidance in their personal situation. These include: investment advisors, accountants, insurance agents, mortgage brokers, bankers, attorneys, and HR staff, and while all of them try to provide good advice, they may not communicate with each other. We see it happen all the time—matters are confusing and time-consuming to handle—and as a result, people become frustrated with get off-track with their financial plans.

Our desire is to be so much more to you than a firm managing your assets, accounts, and annual reviews; we want to be who you call first for financial questions and concerns.