Testimonials
Jim & Kimberly Coles
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I've been blessed to the max throughout my career in professional golf as well as my year's in ministry to rub shoulders with some pretty incredible people. I can honestly say that I've never EVER met anyone quite like Jeff. His contagious spirit along with his many gifts and abilities has made a lasting impression upon my wife Kimberly and me. The way in which Jeff has helped us plan for the future (as well as the future for each one of our 7 awesome children) has provided us with a peace of mind that we could not have possibly imagined prior to working with Jeff. Words alone cannot express our gratitude and appreciation for all of his very thoughtful and professional help!! - Jim & Kimberly Coles |
Julianne O'Connor
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I have known Jeff and been a client of his for over 20 years (not to age myself). He has been a mentor and an inspiration while undeniably helping me to increase my net worth. He is a master connector of good people. My wealth is my child's future and integrity to me is everything. It is rare to say you trust someone today. I trust Jeff with my with my life; therefore my money. Check out my recent project. It was the #1 Spot of Superbowl 2011. " http://www.youtube.com/watch?v=hpjaOUjUPUc |
Alicia Nowicki
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Gary and Jeff have helped me realize my dreams of retiring from the State of California and starting my own business. They did that by showing me how to look at my resources as tools to accomplish my dreams rather than merely sustain myself while working for others. They helped me place my money in funds that will grow a safe financial core. Thus, I was able to go for what I want in life rather than respond to circumstances out of fear. When I had a major financial emergency, they worked with me and one of their expert contacts in mortgage management so that I could leverage my mortgage to my best advantage and respond quickly to resolve the emergency. Gary and Jeff's skills complement each other so that their 'can do attitude' is tempered with research, analysis, and facts that support me in staying grounded. They truly are my safe money coaches reminding me that I can thrive during what seems like a time of rapid change and uncertainty. I am grateful for their expertise and skill which has been an incredible gift to me! Helping you have the life your heart desires with joyful and fulfilling relationships.www.CommunicationFromTheHeart.com - Alicia Nowicki |
Hilary Anderson
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From the moment Gary began assisting me with my financial requirements I knew I had struck gold! I felt so comfortable and knew I could trust his advice implicitly. Gary went way beyond the call of duty to find the best possible safe money solution for my money to grow in anticipation of the day when I will be able to draw a permanent income. His advice in all matters financial is always balanced, succint, clear, logical, and completely realistic. I constantly feel that he has my best interest at heart by the genuine concern and interest he shows in seeking to secure the most appropriate option for me. Thank you Gary!
- Hilary Anderson |
Steve & Gila Zak
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Gary's Financial Balance presentation was the deal clincher for us. It is amazingly comprehensive, yet very easy to follow. He is very professional and knows his stuff, but what was most impressive is the time he took to make sure we understood the material - and that he came to our own home at our convenience. We were also impressed a the team of professionals available to examine every aspect of our portfolio. My husband and I feel very confident about our safe money choices, and I credit Gary with that. We simply have never had that level of confidence or trust in the motives with other financial counselors. We highly recommend Gary and The Core Financial Group." Check out Gila's latest, most advanced biofeedback technology at http://quantumwavesbiofeedback.com/ - Steve and Gila Zak |








I've been blessed to the max throughout my career in professional golf as well as my year's in ministry to rub shoulders with some pretty incredible people. Jeff has helped us plan for the future...words alone cannot express our gratitude.
Gary's Financial Balance presentation was the deal clincher for us. It is amazingly comprehensive, yet very easy to follow. He is very professional and knows his stuff. We simply have never had that level of confidence or trust in the motives with other financial counselors.
Gary and Jeff have helped me realize my dreams of retiring from the State of California and starting my own business.
From the moment Gary began assisting me with my financial requirements I knew I had struck gold! Thank you Gary!






