"I want plan advisors who are aggressive — who know how to maximize the benefits for us. The Gilliam Bell Moser team knows [...]
Detail-Driven Advisor Imperative for Law Firm
Kathryn Hogan2026-05-11T18:16:46-04:00“I recommend the Gilliam Bell Moser team without reservation. It’s worth every penny to know that they’re taking care of our 401(k) in [...]
Higher Education Consultants Make Smart Decision
Kathryn Hogan2026-07-24T14:56:59-04:00"You have to have a group that will do what’s right for your company. Gilliam Bell Moser is always looking out for us. [...]
Law Firm Saves Big in Plan Transition
Kathryn Hogan2026-07-24T15:17:45-04:00"Gilliam Bell Moser proactively came to us with this idea. The switch saved us more than enough money to cover our plan administration [...]
Healthy Retirement Options for Rex Physicians
Kathryn Hogan2026-07-24T14:44:17-04:00"We had a complicated situation that involved significant dollars and sophisticated investors. It seemed impossible to put it together, but Gilliam Bell Moser [...]
Trusted Advisors for Estate & Business Matters
Kathryn Hogan2026-05-11T17:58:52-04:00“I couldn’t be more pleased. Even other financial advisors tell me that I’m fortunate to have Gilliam Bell Moser looking out for me.” [...]
The Art of the Deal: From Acquisition to Exit
Kathryn Hogan2026-05-11T17:59:32-04:00“We have a high degree of confidence in this firm. We’ve been doing business with them for more than a half a century [...]
Not-for-Profit: From Start-Up to Thriving Success
Kathryn Hogan2026-05-11T18:00:18-04:00“They’re a really strong firm, staffed with smart, capable people. As we’ve grown, the relationship has grown. The proof of their success is [...]
Longevity & Continuity Add Valuable Perspective
Kathryn Hogan2026-07-24T15:03:42-04:00“We’re all very comfortable with each other. They notice things in our operation that we walk past every day. We’d be lost without [...]
Constant Communication & Great Guidance
Kathryn Hogan2026-07-24T14:45:22-04:00“I’ll often get a call from them with a suggestion about a deal we’re considering — and 99.9 percent of the time, their [...]