Gem State Financial Group

Emily Mudie 

on Google

7 months ago

Preston has been so wonderful to work with!! He helped me to sort through my options and get the best health insurance policy for my needs during a very difficult time in my life. He applied for credits to help lower my premium and enhance my policy that I didn’t even know were available to me. And without me having to ask. He looked out for my every need throughout the whole process and is just a very friendly person. He always got back to me in a timely manner, even after hours, and never made me feel like I was bugging hi... read more

Nolan Hunt 

on Google

8 months ago

I worked with them for a year and I wish I had not. I received misleading and irresponsible oversight of my portfolio. I was paying 1.85% or 185 bips between Mr Patrick and the money manager he said we needed to use. The first meeting he said it would be 85 bips, then he went up to just over 100 bips, and after we had met a couple times he determined it was actually going to take 185 bips. I was told we needed to pay more in order to hire the money manager to do covered calls which would make me in the neighborhood of $speci... read more