Testimonials
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What Our Clients Say
Real feedback from professionals we serve.
"Gil and his team are amazing. Over the years, Gil has helped my family in so many ways. Because of is unwavering efforts, we now have Florida Pre-paid for our children's education, life insurance, and a Living Trust. This is one of the best decisions we've ever made."
David Price
MBPD
"Gil took the time to walk me through the planning process of achieving my financial goals. He also helped me better understand the importance of acquiring long term care and explained the best available options for me. I am very thankful for the professional advice which in turn has provided me with peace of mind."
Connie Petrella
Self Employed Consultant
"As the legal guardian for Roger Pereira and his Supplemental Trust, I can say that Gil and his team have been
instrumental in navigating the very complex course that was the Special Needs Trust. Even when the overall litigation
didn’t go our way, they were both compassionate and informative with what was made available to us."
Bruno Pereira
Trustee of SNT
"Gil has been an exceptional financial planner for my small business and personal finances. he helped set up employee benefits like health insurance and 401k accounts, while also guiding me through retirement planning and establishing a trust. Gil's availability and expertise have been invaluable providing prompt assistance whenever needed."
Dr. Usman Ahmad
Advanced Sports and Spine
"Gil and his team have offered sound advice over the years, focusing on our individual needs and future plans. They have steered us from unnecessary risk and are available anytime, even on immediate notice to help with anything. We could not be more pleased with Gil!"
Dr. Jonathan Gottlieb
Minimally Invasive
"Working with Edify Financial Consulting Group, along with Gil have helped me in meeting my goals we were able to set up income needs, insurance, long term health care, and making the journey that protects my family."
Kent Martindale
Owner, Spartan Cleaners
"Edify FCG has consistently demonstrated their expertise in their field. Their attention to detail and ability to
deliver quality results are praiseworthy. As a business owner, trying to maintain our company going in these
difficult times, we had been struggling with lack of financial information we really needed to understand to take
the right decisions."
Carmen Onde
Co-Owner
"Gil took the time to walk me through the planning process of achieving my financial goals. He also helped me better understand the importance of acquiring long term care and explained the best available options for me. I am very thankful for the professional advice which in turn has provided me with peace of mind."
Wale Akinwande
Pharmaceutical Doctor