Gottfried & Somberg Wealth Management, LLC

Dec 2023

Fellow teachers recommended them. I contacted them for retirement info. Someone representing the office called and stated that they only work with clients who have more than $500,000 in assets. Really? Hate to use the D word but ..wow!!!

Sep 2015

Wonderful! Thank goodness a fellow teacher recommended me. They reviewed my information and gave me greater insight into my current situation, and my future needs. I was incredibly anxious prior to my appointment but Matt spoke to me in terms I could understand. I would highly recommend this firm to anyone needing teacher retirement planning and guidance.