Reviews
What My Clients Say
I have had the good fortune to be guided through the maze of finance under the capable
expertise of Amanda Gerkens. She took on someone absolutely overwhelmed by the system
and after careful discussion presented choices for me. I recommend Amanda without hesitation.
Thank you, Amanda.
Deborah K.
Amanda Gerkens has been instrumental in helping me reposition my retirement accounts, so I
wouldn’t lose my Social Security. She also has shown me ways to take my RMDs later without
penalties. Amanda is a wealth of information that is not well known to the average person. I
recommend that all should at least have a conversation with her.
Edith B.
Amanda Gerkens has helped me set up a retirement and legacy account that was appropriate
for my needs. Amanda always makes sure we do a review to keep my financial house in perfect
order.
Dennis M.
We highly recommend Amanda Gerkens; she doesn’t recommend products that we don’t need.
She ascertains our whole financial picture before making any recommendations.
