Welcome to the Gerald Flaherty Agency - Financial and Retirement
We have earned the trust of hundreds of families by offering conservative
Our firm has operated over three generations since 1955. We have
always been there for our clients and we will continue to be there
for you in the years to come. You gain the the advantage of dealing
with the same person who knows your unique situation and can provide
the appropriate advice.
Both Rick and Jessica
are Certified Financial Planners, the only internationally
recognized designation which identifies individuals who are dedicated
to a high level of professionalism in providing financial planning
advice. In addition, Rick and Jessica are both licensed (Level II)
life insurance agents and Rick is also a Chartered Financial Consultant.
Our staff members have also completed extensive training in financial
planning, investments, taxes and insurance. Continuing education
is required by all employees.
We are an independent company with every intention of staying that way. Our independence
allows us to choose the best investment, product or service to meet our client's needs
from various financial companies.