Testimonials

  • The first time we met Michael, we knew there was something different. He was able to communicate his ideas and ensure that my wife and I fully understood the elements of both Retirement & Estate Planning. He turned Life Insurance premiums from being a cost into a benefit by implementing tax efficient strategies.

    Dr. Stephen Carmona
    Dr. Andrea Bernstein

  • Having the ability to service all my financial services needs at one company is truly convenient. The folks at GBK are not only experts, but their attention to my needs and goals is outstanding.

    Mr. David Reingold
    President
    Central Roast

  • Michael’s understanding of the tax-exempt insurance contract is a huge advantage when assisting us with our tax and estate planning needs. His ability to explain the benefits of insurance as an asset class made it easy for us to make a great decision.

    Donna Slack
    Advertising & Marketing Executive