“The choice to hire Wealth Strategies for Life and the personal guidance from Gary has changed my relationship to money forever. I find myself inspired to go beyond what I thought was possible and see myself creating almost double my income this year. This process has been invaluable to me and I would highly recommend Gary to anyone who thinks financial freedom is for someone else’.
Lisa W. -- Senior Colorist, Cutler Salons
CLIENTS
“I now feel peace of mind that my wife and I do not have to worry about our retirement assets from being eroded. I would definitely recommend Wealth Strategies for Life to anyone who wants to make more efficient use of their cash flow to create more wealth and protect their assets beyond traditional planning.”
Stanley O. -- VP, Telephonics
“We presented a significant challenge for Gary within the planning process. However, his consistent follow up and persistence in getting us reorganized has truly paid off. My wife and I now have the ability to quickly see and manage our monthly finances. We now feel peace of mind that we have created certainty for our future. I have introduced both family and coworkers to the planning process as I feel that Gary is a creative and attentive financial planner. I would definitely recommend him to anyone who wishes to create more wealth within their financial world”
Stephen E. -- VP, Telephonics
“When my wife and I met Gary during our initial consultation, we both got a genuine feeling he understood our issues and truly cared about our financial future. From the onset of the planning process, Gary helped us to get a better understanding of our financial position and questioned our spending and saving habits which seemed to have no clear direction. His holistic yet straight forward approach was quite different from some others in the financial community we had experienced in the past and we found that very refreshing”.
Tom E. -- Senior Director of Marketing, Motorola
"'He was gentle, enlightening and empowering in bringing my entire financial model to another level. I would definitely recommend his unique approach and services to anyone who either has this part of their life not working well or would like to take it to the next level”.
Tonya P. --Ford Models
“I am blown away by his passion for seeing things through and giving me a sense of security and stability. Gary’s continuous follow up has left me with a sense of partnership and dedication for his clients. I would highly recommend Gary to anyone who is looking to create a solid strategic financial plan and more importantly, a better relationship to money”.
Chris G. --Cristian Dior, International Distribution Manager
“By providing a complete structure of my cash flow and repositioning my cash flow into more efficient vehicles, Gary was able to help me transform my financial future.. The process is enlightening, educational and one of lasting impact; truly a turning point in my life.”
Sharon N. --Speech Therapist
“I can say one of the best traits he has is that he knows how to listen to your concerns and was very patient with explaining the various aspects of financial planning. I highly recommend Gary Montesinos to any person who is looking at getting an accurate, patient and personal analysis of his/her finances.”
Antonio A -- Principal of Middle & Upper School
“Gary is someone who listens keenly to the needs of each individual and tailors a plan to fit their specific concerns and fears. I highly recommend Gary to anyone who is looking for new options for their future and making the most of what you have; no matter what level of savings and income you have.”
Meryl S. -- Opera Singer
“One of his greatest attributes is that he takes the time to educate us such that we fully understand all aspects of our financials (current and future). He has created plans for us that show how we can create more wealth with the existing finances we currently have. We recommend Wealth Strategies for Life to anyone who is interested in being supported and guided to create financial growth and abundance.”
Amy F. -- CEO of childrens company
“Gary was incredibly patient in listening to my concerns and goals and then educated me in the many strategies that exist to not only create more wealth but to protect it as well. I was particularly impressed by the tremendous amount of research he took to obtain the best vehicles for my particular financial concerns without hesitation; I would recommend Wealth Strategies for Life to anyone who wants to take an active role in controlling their financial future.
Thomas G. -- DPM, Park South Podiatry