Trusted Advisors for Estate & Business MattersKathryn Hogan2020-09-03T22:25:32-04:00
“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.”
Rose Ann Gant
Trusted Advisors for Estate & Business Matters
Accessible. Knowledgeable. Capable. These are just a few of the words Rose Ann Gant uses to describe her advisors at Gilliam Bell Moser. Mrs. Gant has worked with the firm for about 20 years, and counts on Gilliam Bell Moser to keep her personal and business interests on track.
“There are many bits and pieces that have to be managed, and Gilliam Bell Moser has been able to do that efficiently and with great expertise,” said Mrs. Gant. “They’ve been helpful both as accountants and advisors. They’re especially knowledgeable in tax and estate matters, and have handled complex business arrangements for us. They’re aware of how all of our personal and business matters intertwine.”
Mrs. Gant appreciates the firm’s ability to go beyond the numbers. “There’s an added dimension that they bring,” she said. “I’ve always had the feeling that they’re keeping current on the political climate and legislation that might affect my circumstances. And they’re so accessible, which is very important. Sometimes things come up and I need to know what to do, and they’re always there with sound guidance.”
“I would certainly recommend them highly,” she added. “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.”