Osvaldo Gutierrez,Financial Advisor,with G&H Financial Group, LLC

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Greenville, SC
Osvaldo Gutierrez,Financial Advisor,with G&H Financial Group, LLC

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Financial Advisor offering investment advisory services through Eagle strategies LLC. These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither G & H Financial Group LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. G & H Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.

300 Executive Center Dr.
Suite 200
Greenville, SC 29615
(864) 354-4010

11/02/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

10/29/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4iMtikf

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy from poor decisions and creditors.

You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/23/2026

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.

I barely scratched the surface with my previous column about filling out the 2027-2028 Free Application for Federal Student Aid (FAFSA). Here’s more from my interview with Mark Kantrowitz, financial aid expert and author of “How to Appeal for More College Financial Aid”: Q. What are some commo...

10/20/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

Address

300 Executive Center Drive, Suite 200
Greenville, SC
29607

Website

http://newyorklife.com/agent/ogutierrez

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