We’re with you every step of the way, whether you need investing advice, an occasional sounding board, portfolio management, or a quick answer to your questions.
Your dedicated New Client Concierge welcomes you by handling your paperwork, asset transfers, and more.
Cover a variety of topics in a lively group setting or make an appointment for a one-on-one consultation.
We'll walk you through the steps and guide you through the process.
When you become a client, a GCL financial professional is available to help you get started. It's one small part of our commitment to giving you the highest level of service and support.
Whether this is your first investment account or you’re joining us from another firm, your New Client Concierge will welcome you to GCL and assist with your initial priorities.
At no extra cost, your dedicated GCL professional will:
Every GCL branch is staffed with dedicated financial experts who can give you the investment help you need. Make an appointment for a no-cost, no-obligation consultation that includes:
Also, attend one of our free investment workshops—covering everything from debt management to complex profit-taking strategies—and you’ll benefit from the open exchange of a classroom environment.
Ready to make the switch? Our account transfer specialists can assist you every step of the way. If you choose to complete the paperwork online, we’ll show you where to go and what to click. If you'd rather do it by mail, we'll even fill out the forms for you—all you need to do is add your signature.
You likely won't have to pay any penalties for switching.
We can recommend a Financial Consultant at one of our local branches. We’ll make the introduction and set up a convenient appointment for you. Just bring in your current statement & ID proofs and they’ll take care of the rest.