Proud members of the integrated financial group – learn more


Think of us as your essential advisor.

Simplified. Strategic. Smart.

At Gaynes Financial Services, our goal is to help you navigate 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 is not uncommon for people to work with 7-10 professionals to receive some sort of financial guidance for their personal situation. These professionals include investment advisors, accountants, insurance agents, mortgage brokers, bankers, attorneys, and HR staff. While all of them try to provide good advice, they may not communicate with each other. We see this happen all the time, and it can be confusing and time-consuming to handle. As a result, people become frustrated and get off track with their financial plans.

Our desire is to be much more than just a firm managing your assets, accounts, and annual reviews. We want to be the first ones you call for any financial questions or concerns.

a powerful
for good

By helping you coordinate the complexities of your financial life, we can create more time for what matters most and empower you to make an impact in the lives of the people you care about. Take a minute to get to know us!

Explore our services

Investment Management
Insurance Solutions
Financial Planning