What our clients say:

"Shelly is an Old Fashioned business man with a strong background and knowledge in what he does! He is very professional yet gentle with his approach, he is very anxious to help and answer any questions ….I have signed up all my grandchilderen for college savings accounts and My husband and I have recently switched our IRAs with him. we are very happy with his service."

Corrinne Johnson
Phoenix, Arizona

"Shelly has been my financial advisor for several years now. I find him to be very professional, and he explains everything in layman's terms. He won't make any moves until he has discussed it with me first. Shelly truly cares about his clients and their financial well being. I trust him completely with all my financial needs."

Barbara
Phoenix, Arizona

"Shelly has helped out in several ways, one with Health Insurance, and one with Investment Planning. He is wonderful at explaining the different options, and I never felt pressured to make a decision I wasn’t comfortable with. He was very patient with me as I needed a lot of information so I could fully understand what I was investing in. I would recommend Shelly to anyone that needed his services; he’s great!”

Taylor Scott
Paradise Valley, Arizona

"Hello Shelly,

I wanted to Thank you for your recent assistance in getting me set up with some quality health insurance. Your style was definitely very thorough in truly assessing my whole situation and I feel comfortable in moving forward as we did based on your advice. Your suggestions were based off of my personal needs and I would have no problem recommending you to others in need of your services. Thanks again and keep it up!"

Roger Banning
Scottsdale, Arizona

"I have known Shelly Gerard almost as long as I've lived in Arizona. Shelly is one of those rare individuals that truly cares from the heart about his clients. Shelly is a true professional on many levels, but what he really does is become your advocate. If were a insurance company I personally would not want Shelly Gerard coming after me like a charging bull. I would very quickly do whatever it takes to satisfy Shelly's client. Shelly always has his client's best interest in mind and most importantly is extremely knowledgeable and listening to his clients needs. You see I have lunch with Shelly week in and week out month in and month out and have had the privilege and opportunity to really get to know this great guy. If you're fortunate enough to have Shelly as your agent, you can go to sleep every night with peace of mind knowing you have the best . I would highly recommend Shelly for all your insurance to anyone I know. "

Ira Rosen
Phoenix, Arizona

"Shelly showed a personal interest in our life insurance and health insurance needs, providing excellent service without being pushy or rude. The fact that he represents more than one company enables us to select the right policies for our business and our family."

Jeff and Michelle Yochim
Chandler, Arizona