Gloeckner Green McCabe Financial, LLC - Home

Gloeckner Green McCabe Financial, LLC

Gloeckner Green McCabe Financial, LLC is an independent wealth planning and investment management firm to which successful individuals, families, pre-retirees, and retirees turn to for help in establishing and maintaining their long-term financial goals. We use experience, candor, and relationship building to provide a customized strategy for each of our clients based on their specific needs. 

 

Overhead view of people in a meeting

 

Experience

The advisors at GGM have over 70 years of combined experience in the financial industry, including time spent working for one of the world's leading financial services corporations. Additionally, through our partnership with Commonwealth Financial Newtork® we have access to an entire team of investment research specialist. 

 

Reviewing charts during a meeting

 

Candor

We are straightforward in our approach to communication, and sometimes it's necessary to have frank conversations about financial realities of spending, saving, or other detriamental financial habits. Our clients find our honesty refreshing and appreciate the education we provide about the investment process. 

 

Financial consultant reviews investments with a couple

 

Relationships

We make it a point to form relationships with our clients as individuals. Getting to know each client on a personal level builds trust and allows our clients to feel confident in delegating their personal financial management to us. Over the years, we have built great relationships with the Columbus Firefighters, doctors and nurses in the Central Ohio area.