Today, I am thrilled to announce some important milestones and changes to the firm. As many of you know, I founded my firm more than 26 years ago. For many of those years, I worked independently and with a small team. I created my own firm so that I could serve my clients with completely unbiased and objective financial advice.
While that continues to be my mission today, I’ve been wanting to expand my business to offer a higher level of service to clients. To do this, I’ve made some adjustments, including a name change to Golden Capital Management, wealth managers and retirement specialist, and a new office suite location from suite 202 to 105.
In light of this, I wanted to explain what these changes mean. At Garland & Associates, we’ve built a team of professionals who share my passion and desire to support our clients. We want clients to think of this firm not as my practice, but as a family of qualified advisors and staff who all are here to help you.
While we are changing our brand and name, our services will remain the same. Clients can still expect great financial services and qualified staff to assist their needs. This will be a seamless transition for you and won’t cause any hiccups to your accounts or service. Our company will remain the same, qualified financial firm that our clients already trust.
We look forward to our firm continuing to grow, and we love that this new name change allows us to provide you a fresh new look to accompany our new office location! If you have any questions about these changes or our services, we encourage you to reach out by calling us at (800) 480-8972, 515-226-0115 or emailing email@example.com.
Terry Garland is the founder and CEO of Garland & Associates with more than 25 years of industry experience. He works with individuals, small-to-medium sized businesses, and medical professionals, including physicians and dentists, allowing them access to a wide variety of specialized services and investment vehicles to fit their specific needs. He graduated from Drake University and attended the Wharton School at the University of Pennsylvania and is a certified wealth strategist and a registered principal. With offices in Des Moines, Iowa and Carlsbad, California, he serves clients across the country. Learn more by connecting with him on LinkedIn.