Great Advisors Help Families with Life Goals

A qualified financial planner, such as a CERTIFIED FINANCIAL PLANNER™, can help you make decisions that make the most of your financial resources.

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Beware of Guarantees

Nothing is a sure thing in investments, and anyone who tells you otherwise shouldn’t be your advisor. An advisor that tells you “I guarantee” is a big red flag.

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Bigger is Not Better

Big doesn’t necessarily mean great, and it certainly doesn’t always equate to high-quality advice. Look for the firm size that is just right for you. At VanGieson, you won’t get lost in the crowd.

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How to Make the Switch to a New Advisor

If you’re ready to move to a new advisor, the process doesn’t have to be difficult. We will make it as painless as possible while being respectful. VanGieson inspires confidence.

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Financial Planning

A collaborative process that helps maximize one’s potential for meeting life goals through financial advice that may integrate cash flow, assets and liabilities, investments, retirement planning, insurance, estate matters, and more.

Investment Management

Providing investors with a tailored investment management program consisting of five key elements.

I love what I do!

“It’s about helping people wisely manage their finances to gain peace of mind and financial freedom to pursue their hopes and dreams.”

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“We have known Glenn for nearly ten years and during this time he has proven time and time again to be a knowledgeable and astute advisor. From insurance to investments Glenn has given us deliberate and sound advice.”
Dexter & Nicole W., Stroudsburg, PA

“I have been working with Glenn at VanGieson for about 15 years now. He has taken care of all my insurance needs as well as my retirement planning. Integrity, honesty, and personable are just a few words that come to mind when describing him.”
Richard R., Effort, PA

“Glenn has served as our financial advisor for several years now. We initially hired him to help us navigate our transition to retirement and social security. He visited us at home to assess our needs, goals, and tolerance for risk. He was patient in explaining investment options and the benefits and downsides of each. He’s a man of integrity and is very responsive whenever we contact him with financial concerns. We have recommended Glenn to others as he continues to deliver sound advice and keep a watchful eye on our investments.”
Dawn B., Clarks Summit, PA

“Glenn is a dedicated financial planner whose professionalism far surpasses my expectations of what a planner should be. Whenever I need advice, he patiently answers all of my questions and explains in detail the best options available to help me with my financial needs. His efficient and reliable follow through is first rate.”
–Prudance P., Blakeslee, PA

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