Business Description

Gemini Services Group is a full service financial planning advisory. A unique team approach is taken with each client to ensure that the most thorough and comprehensive planning is done with regard to insurance, taxation, retirement planning, investments, and estate planning. Additionally, a network of outside professionals including attorney's, accountant's, and lenders are utilized to provide the most professional and thorough planning possible. From actively managed wrap accounts via fee based arrangement to business contingency planning. Clients of our practice include small business owners, partnerships, individuals, families, and non-profit organizations including colleges.

General Information

Gender:

Male

Years of Experience in Financial Services:

Foreign Languages Serviced:

n/a

Education

Academic Background

University of New Hampshire, Whittemore School of Business, The American College for Finance.

Services

Investment Types:

Stocks Mutual Funds, International Investments, Bond Mutual Funds, Options, Real Estate, Alternative Investments, Annuities, Bonds, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Certified Estate Planner, Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Chartered Life Underwriter, Chartered Philanthropic

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1-1.5

Hourly Rate:

n/a

Additional Details on Charges:

Clients have the option of working with us on a managed money fee based arrangement, or a commission based platform whereby the companies utilized pay our costs.

Prepared By:

Curtis Porter

Most Recent Update:

02/17/2008