Gentian Financial, Inc

Gentian Financial offers a more meaningful perspective on managing wealth. Our CERTIFIED FINANCIAL PLANNERTM professionals and team serve affluent individuals who know the meaning of true wealth caring for the well-being of their family and community, and using financial resources as a well-intended tool to make the world a better place. Its fitting that our office is an old 1930s-era schoolhouse, because we put a great emphasis on not only our own continuing education, but in sharing our knowledge to help our clients become more informed and educated investors. Using tax planning, retirement income forecasting, distribution planning and estate planning, we strive to help clients derive income from their assets, efficiently manage wealth while minimizing tax liability, and passing it to their heirs. Our greatest differentiator is how we treat people. We provide an experience that is as unique as each client. Securities offered through Raymond James Financial Services, Inc., membe...