Geroge Taub

Geroge Taub

Private Client Group

President of  GBT Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Mr. Taub has more than 18 years of experience in the financial services industry. He received his early training at Merrill Lynch and Smith Barney, moved to the Private Client Group at Chase and subsequently founded GBT Financial Group.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.