Broker Check


Gerwin Group, Inc. is a registered broker dealer with the National Association of Securities Dealers (FINRA) since 1988. The company is also a licensed life insurance agent with the states of California, Arizona, Ohio, Michigan and Illinois. Gerwin Group, Inc. represents over 50 of the top mutual funds and 20 of the world's most recognized life insurance companies. As an independent firm, we can offer our clients the best products available from these mutual fund and life insurance companies for your retirement funds.

Our Commitment

Our company's primary goal is to establish the appropriate asset allocation of conservative and growth investments in your portfolio. We will identify the most suitable distribution of your portfolio in safe and aggressive investments and make the recommendations to meet your specific goals. Our philosophy is that your safe money needs to be preserved then we will identify the best rates to grow your money. We will also review and monitor your more aggressive funds taking into consideration your goals, time horizon, considerations and the market conditions.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 805-494-5005.