Client Testimonials

Have been working with Greg for about 3 years and he has been great. Very energetic and knowledgeable. Explains things in a way that is very understandable. Greg is very respectful and has worked hard to get our retirement plans on track. I highly recommend his firm.

My name is Phillip Charville and I would like to say a few words about Gregory Kliment. I first met Greg through my inquiry to invest in a retirement program for my wife and myself. Being a retired police officer, I do not do this lightly as I have a tendency to overthink things and situations and don't believe ideas blindly. I feel the need to have all questions answered before taking any further step. I have learned a lot through my association with Greg. I find he is one of the hardest working people I have ever met. He has spent countless hours explaining to me my options and how the different plans worked to my benefit. He has also answered any and all of my questions as they arise. I am very happy and feel very safe in my investments through Greg, and I would encourage anyone who is interested in looking into planning for their future to contact him. He will exceed your expectations!

I was introduced to Greg through a colleague at work during a time when I was looking to move some of my 401k into safer options. From the moment I connected with Greg, he went far above and beyond any financial advisor I've worked with. He provided my family with strategies and options that completely exceeded my expectations. What stands out even more than his expertise is the genuine care he has shown us over the past year. Greg is always available to answer calls or texts, no matter the time of day. While I've come to deeply respect his financial acumen, what has truly meant the most is the personal connection he's built with my family. Whether offering advice on short notice or simply checking in to see how we're doing, Greg has become more than just an advisor—he's become a friend. I wholeheartedly recommend Greg Kliment for anyone looking for trustworthy and thoughtful financial guidance.

The Lord blessed me when He brought Gregory into my life in 2018. I was looking for mortgage insurance to protect my financial future, what with now being on a retiree fixed income. I responded to a postcard the likes of which I usually in the past threw away. I didn't know why I felt prompted to respond but I did. An appointment at my house in my dining room changed my financial future and possibilities. From mortgage insurance to owning my home and having my savings working for me, not just sitting in an account, Gregory was there. He showed me that it was more than possible every step of the way! Now it is reality! I thank the Lord for putting Gregory in my journey! I highly recommend him to help anyone looking to secure their financial future. I prayed for peace of mind and God sent Gregory. Thank you Jesus!

My name is Jackie. At the time I met Greg, many things were changing in our life along with retirement around the corner. I needed to see where we were sitting. I first inquired about retirement planning online. Greg contacted me immediately, introduced himself and set up a meeting time to discuss our needs. Meeting day came. Greg was on time and has been punctual for every single meeting over the years. Greg spent time looking over our paperwork, explaining further what we had and asking questions. He listened to what our goals were, he even told us we had one policy that was excellent and suggested we leave it alone. Greg walked us through everything about how to proactively prepare ourselves for retirement. He explained different type of accounts and how they worked with diagrams so the average person would understand. Due to Mr. Kliments work ethic, financial I am secure for the future. He is honest, understanding, compassionate and it is obvious he cares about the best interests of his clients and he knows the market. I'm sure you will be impressed with Greg if you give him a chance.