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Gary Scheer

Gary Scheer LLC

55 Madison Avenue Suite 400

Morristown, NJ 07960
(973) 5394100

Pro-Active | Holistic | Fiduciary

About Gary Scheer LLC

Since 1982, Gary Scheer has helped individuals and families in New York, New Jersey, and across the nation prepare for a successful retirement. Specializing in Retirement Income Planning, Advanced Financial and Estate Planning Strategies, and Creative Tax Reduction Methodologies. Gary works with people who are in or nearing retirement to find solutions to help them enjoy their retirement years. With a background in traditional financial planning, Gary employs strategies with the goal to help protect clients from volatile and risky financial investments while helping grow their retirement income.

General Information

Firm Start Year

1994

No.of Employees

2-4

Name of Custodial Firm

Schwab, Fidelity, TD Ameritrade

Years of Experience in Financial Services

30

Number of Years with Current Firm

30

Disclaimer

Investment Advisory Services are offered through Retirement Financial Advisors, LLC, a Registered Investment Advisor in the State of New Jersey.This Email is being set by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print retain, copy or disseminate the Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by Retirement Financial Advisors, LLC To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.