Duell Wealth Preservation

"Duell Wealth Preservation provided thorough, concise, professional retirement planning and support. While Gary came highly recommended, it was his patient, empathetic approach that gained our trust and our business. He listened, he provided answers, he addressed our concerns and educated us, all at our pace and schedule. As it was shared with us, I’m happy to share with others, our high recommendation for working with Gary and Duell Welth Preservation."

"You can expect integrity from Gary Duell well beyond what is required by professional standards and contractual obligations. Gary is honest, caring, and well-informed. He considers both risk and reward in a manner that inspires confidence."

"I’ve been working with Gary Duell for almost a year. He evaluated my current financial situation and developed a comprehensive long term plan to guide me through my retirement, while educating me in the process. In addition to financial planning and making sure that I am not making any major missteps, Gary provides ongoing emotional support and perspective during volatile economic times. I really appreciate Gary’s professionalism and his wisdom."

"So grateful for my work with Gary. He has brought me peace of mind regarding my long-term financial planning. He uses tools to demonstrate what my current financial trajectory and picture looks like, and how various adjustments will impact the short- and long-term picture."

"It’s tricky to find a financial planner that you can have confidence and trust in. I had been through a few before I took an evening class at the community college from Gary explaining how to navigate Social Security. I later got together with him, for a discussion on what he could offer me in personal financial planning. I liked his honesty and experience. Eventually, went with his advise and have been happy knowing my assets are working for my security in the future."