Our Practice
Recognized by Investment Advisor Magazine's 7-Time Broker-Dealer of the Year, The Investment Center has been named Broker-Dealer of the Year in 2006, 2008, 2009, 2011, 2014, 2015, and 2016. Nations Advisors uses The Investment Center as our Broker-Dealer. Nations Advisors is an independent financial planning firm.
Our work is to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and sustain their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
Fiduciary Standard
The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.
Our Philosophy
- You will work with a highly experienced CERTIFIED FINANCIAL PLANNER(TM) professional.
- Our business is founded on trust and integrity.
- Our level of commitment to our clients is unparalleled.
- Our planning techniques are based on sound financial planning principles.
- Our mission is to empower clients to make better informed financial decisions through communication, education and service that exceeds expectations.
- Access to innovative & comprehensive products.
- We utilize state-of-the-art technologies to give our clients advantages and convenience.
- Support services through The Investment Center Inc. with decades of experience and vast resources.
Our Calling
Our calling is to help and lead people to financial independence.
Overview
Partner
Greg Gulick, CFP®, Branch Manager, Financial Advisor
Greg Gulick is a CERTIFIED FINANCIAL PLANNER(TM) professional. The CFP® is the recognized standard of excellence for personal financial planning. Greg has over twelve years of experience as a financial advisor in the investment and wealth management business. Greg graduated from Saint Edward’s University in Austin, Texas with a Bachelor of Business Administration degree in Accounting. He also has completed the Financial Planning Certificate program at Texas A&M University at Commerce. Greg also completed the Retirement Plan Fundamentals Certificate program from the American Society of Pension Professionals.
Managing a lifetime of earnings and personal resources requires careful, meticulous planning. Greg has been helping medical practices, business owners and families develop financial, retirement and investment plans and strategies for over a twelve years. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process.
Greg specializes in providing objective, independent, unbiased, and creative solutions for business owners and families regarding their investment management and financial planning needs.
Affiliations
In Support of Your Success
Our firm combines expertise in multiple disciplines, with access to professional relationships, to help manage and coordinate your complete and evolving financial needs. This begins with a strong back-office support team.
The Investment Center, Inc.
The Investment Center, Inc. serves as our Broker-Dealer. The Investment Center, Inc. provides back-office support to our firm in every area of our practice and in servicing your account. This gives us the ability to focus on satisfying your needs for personal, one-on-one service from experts we can trust. As a leader in providing business solutions for independent financial advisors, The Investment Center, Inc. understands the distinctive, entrepreneurial needs of our business.
How does The Investment Center benefit you as an investor?
The Investment Center, Inc. serves as our Broker-Dealer. The Investment Center, Inc. provides back-office support to our firm in every area of our practice and in servicing your account. This gives us the ability to focus on satisfying your needs for personal, one-on-one service from experts we can trust. As a leader in providing business solutions for independent financial advisors, The Investment Center, Inc. understands the distinctive, entrepreneurial needs of our business.
The Power of Pershing LLC
General securities transactions executed with The Investment Center, Inc. are cleared through Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).
Pershing has been a leading global provider of financial business solutions for over 75 years and serves many of the world’s most respected financial organizations.
How does Pershing benefit you as an investor?
Pershing LLC, a wholly owned subsidiary of The Bank of New York Mellon Corporation, works on behalf of your financial organization to support your investment success. Pershing offers financial services firms a one-stop, full service global solution with integrated, multicurrency clearing and execution, plus a full range of global resources.
Pershing develops and continually enhances top-tier investment products and services, and gives you access, through your financial organization, to cutting-edge technology solutions. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model.
Financial Planning Association™
Greg Gulick is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner.
