My husband and I have been saving for retirement for years. We had come to a point where we needed…read morehelp. The entire team at Gilbert and Cook is amazing. Very informative and focused on what we want out of the next phase of your lives. A special shout out to Cristie and Jarit for their ability to make the complex clear!

From the owner: Gilbert & Cook, Inc. is a wealth management firm, dedicated to empowering a unique group of people…read moreto live a life of abundance. Navigating through life's many transitions and complex choices, Gilbert & Cook provides clarity and instills confidence to make important wealth decisions.

Terrible. Their customer care is very hostile, just hangup on me…read more I'm trying for months somehow I need to withdraw the IRA fund from this terrible company and move it somewhere else reliable. Their process is extremely horrible.

on the phone for 30m with an agent who was unable to help verify my security question information…read moreto create a new online account, they transferred me to someone else. On hold for ~5m for a new agent, only for them to then state that the call never should have been transferred and they are unable to help me. The member/employee # they are asking for is not clearly labelled on my paperwork, and the plan ID was on a totally separate piece of paperwork that came in a separate lot of mail. Insane.

This group gets 5-bloody stars! They are top notch and truly…read morecare about helping people kick the baddies out the door. They always promptly answer questions (email or phone) and with a smile too. I highly recommend Tom, Wanda, Paula, Melissa and the entire teamster CCoDM to any&everyone. Thank you. You're doing amazing work!

Bunch of crooks and con artists , told me a 20 point drop in a credit score isn't bad lol they…read morecaused it by wrongfully including my account with someone else's and won't own up to it and fix the issue , just kept feeding the same bull crap they sell to other people , blocked me on fb so I cant communicate and get things figured out , Tom Coates is a real work of art !! Great business you have here, canf believe crooks like you can stay open