Client Commitment
Committed to providing his clients impeccable service and trusted advice, Gordy Gutowsky works hard to offer unique benefits to his clients:
Independence
As an independent advisor, Gordy doesn’t have any conflicts of interest or proprietary products. He is dedicated to providing unbiased and objective advice and strategies that are appropriate for the client.
Experience
Gordy has more than 17 years of experience in the financial services industry. Using his knowledge and experience, he can explain complicated concepts or strategies that may help clients better understand their investments and opportunities.
Relationship Builder
Gordy is committed to building long-term relationships with clients. He seeks to work with them as they advance in their careers, start families, and prepare for retirement.
Communication
Gordy aims to offer consistent communication to his clients and make it easy for them to contact him. Working with clients both in his local Minneapolis area as well as across the country, he is available to meet in-person at his office or wherever is convenient for the client, like their office or home. He is also available to meet via conference call or Skype.
Holistic Approach
Rather than rely on one solution or model portfolio, Gordy customizes each strategy based on the client’s individual needs. He reviews clients’ current financial situations to determine if their goals are attainable. He offers feedback on challenges and detailed recommendations to help clients get on track and pursue their goals. Once a strategy is in place, he continues to monitor progress and offer assistance as needed. His goal is to help clients be prepared for the future, from evaluating life insurance options to college planning.
Fee-Free Second Opinion
Gordy believes that every client deserves a second opinion on their investments and he offers complimentary reviews of portfolios.
Flexible Payment Options
Gordy seeks to provide a transparent and straightforward fee structure. Based on a client’s financial situation, account size, and needs, Gordy tailors the payment to fit the client, whether it’s fee-based, commission, a flat fee, or an hourly rate.