Gundzik & Associates has been guiding individuals, families and businesses to their financial goals and dreams since 1973. Our clients range from young families with newly-established careers to successful and well-known businesses of all sizes with operations in Colorado and throughout the United States. We and our clients are successful because we provide highly personalized service tailored to the specific needs of each person or business. Every client is unique; we therefore must consider a different set of circumstances and structure a correspondingly unique financial foundation for each.
Gundzik & Associates acts as a liaison between our clients and the many reputable institutions offering insurance and financial products. Only after the establishment of a detailed, effective financial plan do we assist in the selection of the institutions and products which best serve that plan and provide the best value for the price. After these selections have been made, we collaborate in the installation of the products to ensure efficiency and timeliness. Once the products have been installed, we periodically review both the status of the financial plan and the performance of the supporting products to keep our clients actively involved and assess any changes that may be necessary as our clients' financial situations evolve.
We strive to ensure that our clients are continually satisfied with the services we provide and the products we recommend. Only their satisfaction permits our continued success.