Effectiveness means giving the right people the right tools to do the best job.

At Gilman Ciocia we believe the Financial Advisor is critical to our success and a centerpiece in our business model—so much so, that we take very special care in hiring only the best and brightest. We are constantly looking for those special leaders who want to separate themselves from the rest—to stake their own value proposition and build their business to match that vision.

How Gilman Ciocia defines “the right people”:

• High level of integrity
• The ability to build relationships and focus on the customer
• In-depth knowledge of financial products and services
• Having what it takes to grow when the right opportunity and training are provided
• Consistently give 100% and strive for results
• Committed to creating and leading an organization that inspires people to excel
• A team player who conveys vision, strategy, and entrepreneurial spirit
• The desire to reach his or her full potential
  

Putting the right tools into the right hands:

• A complete range of investment strategies for customers
• An Operations Department dedicated to answering your questions on procedures and to assisting in problem solving
• A Trading Department with full-service clearinghouse capabilities through National
  Financial Services, a Fidelity company
• Our own Fixed Income Desk whose specialists provide access to stock, bonds, options, unit investment trusts, zeroes, CDs, and more
• Mutual fund transactions executed by telephone through an internal Wire Order
  Department or through Streetscape, Fidelity’s robust Internet site
• A Licensing Department that understands the need for making your transition a
  quick and efficient one
• A Compliance staff that maintains current information on state and federal rulings
• A Commissions Department that focuses on accurate and prompt payment of commissions

Effectiveness is a hallmark at Gilman Ciocia, and it has allowed our Financial Advisors to build long-term relationships with us and with their clients—by constantly striving to exceed expectations and by making each client feel like the most important client.

Effectiveness is a cornerstone of a successful financial services business.