Business owners who have many challenges in running their business, managing employee relationships as customer relationships in providing a service or a product to the community at large.

Financial Coaching for Business Owners and High Net Worth Individuals.

Gene, Im in the CVS plaza and own Mathnasium. Stop by anytime.

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Comprehensive or Individual Planning for Specific Purpose

I would like to have the opportunity to speak with Brad, so I know what his occupation is in…Read more

I would like to have the opportunity to speak with Brad, so I know what his occupation is in life. and then I will be a position to recommend his services. Gene Offredi

Was a request to acknowledge Mr Reyes credentials !!

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I want to do a few renovations in my retail space. Do I need a permit? Is there anything I should be aware of when doing renovations?

Go to Guilford Planning located at  Town Hall South, Guilford and inquire with the respective authorities  One capable lady is called  Reggie and she is  well experienced to provide you with a sound answer(more)

Go to Guilford Planning located at  Town Hall South, Guilford and inquire with the respective authorities  One capable lady is called  Reggie and she is  well experienced to provide you with a sound answer

Based upon your age, you may look to 15, 10 or 5 years depending when you want to hang up your hat and walk into the retirement arena.(more)

Based upon your age, you may look to 15, 10 or 5 years depending when you want to hang up your hat and walk into the retirement arena.

What was the key ingredient you had in getting your best client?

Introduction by a satisfied client !!      Gene Offredi, Summit Investor Coach, LLC(more)

Introduction by a satisfied client !!      Gene Offredi, Summit Investor Coach, LLC

What do you wish you would have known or done when starting your first business?

Having  spent several years in the business of Estate and Financial Planning, and going on my own provides the ability to motivate as an entrepreneur,and freedom to create opportunity to business owners and high net worth clients to assist in providing solutions to their individual challenges in…(more)

Having  spent several years in the business of Estate and Financial Planning, and going on my own provides the ability to motivate as an entrepreneur,and freedom to create opportunity to business owners and high net worth clients to assist in providing solutions to their individual challenges in industry, work, and family relationships now and in the future.

If You Could Recommend A Book To New Business Owners, Which One Would You Pick?

What Is the Most Effective Way to Draw Traffic to Your Website?