GEORGE FINANCIAL SERVICES

Overview

George Financial Services is an independent registered investment adviser that serves individual and family clients with a mix of fee-based portfolio management and fixed-fee planning. The firm leans toward pooled public investment vehicles—primarily mutual funds—rather than a large program of direct stock selection. Its advisory services cover financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops, and the firm maintains an insurance-company affiliation that supports its use of insurance products in client solutions. Investment governance is centered on discretionary management: the firm manages the bulk of client assets on a discretionary basis, which points to a model where portfolio decisions, rebalancing and manager selection are handled by the adviser rather than directed by clients. The firm is not positioned as an ESG specialist and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices