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Garry M

ChFC®, Series 63

Lancaster, SC

Cetera

Garry Milbrod is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Zenith Marketing Group, and currently manages GIM Financial Solutions LLC. Milbrod also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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