Reviews for Peter Garelick, CFP®, AIF®

12 Certified Advisor Reviews™

Accessible

✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
I appreciate that Mr. Garelick is accessible. I can always count on his staying in close contact, whether or not I initiate the communication. Mr. Garelick is knowledgeable and trustworthy, always putting the client's needs first.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for JM
JM

5 Star Rating

✅ Wealthtender Certified Advisor Review™
Nov 18, 2024
I have been a client of Global Financial Advisory Services for the past 25 years. Peter, my financial planner is a knowledgeable, dedicated, and committed professional who takes a genuine interest in my financial goals and needs. He is calm, kind, patient, and answers every question or concerns that I have. I truly trust him with my finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Elaine
Elaine

Choosing a Financial Advisor

✅ Wealthtender Certified Advisor Review™
Nov 16, 2024
In the spring of 2022 we were thrust into the position of needing a financial advisor. During this difficult time of loss it was not the best environment emotionally for us to be making critical financial decisions. Fortunately, we were introduced to Global Financial Services, specifically Peter Garelick. After a few “round table” meetings discussing complicated legal issues and revealing our new financial position we joined the team at Global. Peter put us on a track that reflected our personal risk tolerance, future plans and goals. Since then Peter has revealed a personal, yet, professional posture through the many decisions and interactions we’ve experienced with him. Always prompt to respond to a call or email fulfilling various requests, problem solving or answering questions. He represents Global with expertise and integrity. Peter is now an integral part of our financial journey. We have full confidence in the advice he has given in numerous decisions we’ve needed to make along the way. There is no one we would recommend more highly to take on as a financial advisor than Peter.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Warren and Cindee Vivian

Highly Recommend Financial Advisor, Peter Garelick.

✅ Wealthtender Certified Advisor Review™
Nov 13, 2024
I have been working with Peter Garelick to organize my financial assets. His knowledge and patience holding my hands to understand the scope of my portfolio has been invaluable. I would highly recommend giving him the opportunity to assist you as your financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michele
Michele

Peter is an understated superstar

✅ Wealthtender Certified Advisor Review™
Nov 12, 2024
Peter is calming, clear headed and steady. In uncertain times (and when are they not?), he epitomizes the evidence based clarity the underpins the ethos of Global Wealth Management. As someone who does not come from wealth and has had to go it alone in building my financial portfolio, finding Peter Garelick and Global significantly contributes to my sense of a secure future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bettina
Bettina

Financial security in the hands of Peter Garelick

✅ Wealthtender Certified Advisor Review™
Nov 5, 2024
I could not find a more knowledgeable and trustworthy individual to handle my finances than Peter. I have been with Global for close to 40 years. He is quick to respond to my questions and patient in explanations and reassurances whenever I call or email him with a market trend I do not understand. He has supported and helped both my family and friends' referrals without question. I am very appreciative of his advice and find comfort in knowing my financial situation is being looked at and handled with knowledge and care.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Denise B
Denise B

This Guy Gets It

✅ Wealthtender Certified Advisor Review™
Nov 1, 2024
PG is the best guy here. He is always available for my calls and helps in steering my financial goals to hit the right benchmarks so i can feel safe and secure about my fiscal positions. Professional, kind, courteous. Recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matt
Matt

Six stars!!

✅ Wealthtender Certified Advisor Review™
Oct 31, 2024
My husband and I have been clients of Peter Garelick for three years but wish we had known and worked with him for many more. He has changed our lives for the better by helping us build not only a solid, strategic portfolio but also by building confidence in his wise, seasoned guidance. His analysis of our initial portfolio was spot-on. He listened carefully to our financial goals and was able to translate those objectives to a solid investment management strategy that has had proven successful year after year. Peter is gifted in understanding the big picture and its application in the details of financial planning and management. Through his broad understanding of related fields, he was able to help us solve some difficult challenges with substantial results. We feel, however, Peter's brilliance is really in his personal character. He is a listener, calm, confident, patient and kind; and at the same he is an outstanding decision-maker, firm in his recommendations that are grounded in knowledge and experience. Peter returns calls and messages right away and offers solutions and answers that are thoughtful and on target. The most important thing that Peter has given us is a worry-free life and we cannot thank him enough. We trust Peter. He has our loyalty and it will always be so.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Pamela and Tracy Thomas
Pamela and Tracy Thomas

Advisor

✅ Wealthtender Certified Advisor Review™
Oct 30, 2024
As a relatively recent client of Peter’s, he has shown an outstanding ability to help me to navigate my portfolio in the right direction. He is knowledgeable, detailed and exceptionally thorough. Peter has made himself available to guide me with the technology and to understand my portfolio. I find him to have a high level of expertise and provides clear and balanced advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Wendy
Wendy

Peter is detailed, responisve and forward thinking!

✅ Wealthtender Certified Advisor Review™
Oct 30, 2024
I’ve been a client of Peter’s for over a decade now and truly appreciate all the guidance and advice I’ve received. Working in the entertainment industry, our income has been very sporadic, especially since COVID and all the industry rollercoasters. Peter was able to help our family with financial planning and cash flow planning during some of the most volatile times to ensure we stayed on track.  He is very responsive, thorough, and trustworthy. It has made the whole process so easy and enjoyable. Overall, I highly recommend Peter for anyone looking for a detail-oriented professional who excels at listening and embraces technology in their practice. He's the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jill Aron
Jill Aron

Thanks, Peter!

✅ Wealthtender Certified Advisor Review™
Oct 29, 2024
Peter Garelick has been outstanding to work with. My portfolio has grown very well, thanks to his work, knowledge and attention to it. Peter is professional, knowledgeable and very responsive. I truly enjoy working with him and I highly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for I. Davidson
I. Davidson

Peter is Fantastic!

✅ Wealthtender Certified Advisor Review™
Oct 29, 2024
Peter is knowledgeable, empathetic, and great at communicating. My portfolio has done very well since being under his management and he’s crafted a financial plan that has given me the confidence I needed to retire. I love the portal and technology he uses to help me see everything in one place and how I've been able to track the progress towards my goals. It's very interactive and shows me different planning scenarios and the impact each variable has on my money. Such a game changer for me! My favorite thing about Peter is how accessible and approachable he is. He always responds promptly to any inquiry and when he gets back to me. I always feel better after gaining his perspective. He makes sure to explain things at a level I can understand. I can't recommend him enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cindy
Cindy