Investment & Insurance Services  

Our History

In the early 90’s, John Gagnon was first a partner and then ultimately become President & CEO of a privately held company that he led through a successful organic growth period and then through a buyout by a public company. It was during this time that John Waters joined the same firm and became the Chief Operating Officer of the company and the “John & John” team was born.

Having worked in both a large company setting and understanding the dynamics of running a privately held firm, they have both developed complementary skill sets that enable them to deliver specialized services to their clients.

Throughout this period, they have shared a common belief that treating clients with honesty and respect while delivering exceptional technical knowledge is a winning combination. Most of the work that they do on the investment side is a direct result of the services they have performed for corporate clients in the executive benefits area.
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GW Finacial is presently licensed to sell traditional life insurance in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser,
Member FINRA/SIPC. GW Financial is independently owned and operated.

GW Financial is an affiliate firm of M Benefit Solutions, a Member Firm of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.