We have been working with Gary Shickora and his Cora Wealth Management team, for the past year or so, related to financial planning for our retirement. The team has been a wealth of knowledge and has provided an in-depth analysis of a financial roadmap for our future. We feel that the Cora Wealth team and the Northwestern Mutual Wealth Management team will provide us the best financial support as we move through our retirement.
We have found that the team is always available to respond to any questions we have (big or small); to provide any back up requested and generally provides the highest level of service. In addition, Gary has provided referrals to professionals in areas outside of his purview (i.e. tax accounting, Medicare applications). This has been so helpful.
We have recommended Gary and the team to several people.
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I work with Gary and Charmaine. My experience is that they are top shelf professionals in every facet of financial planning. In my interactions they have treated me as a very valuable client, always putting the needs of myself and my family first. They have demonstrated an eagerness to work with my tax and estate planning professionals that goes well above any reasonable expectation. The proficiency they have demonstrated in guiding me through my retirement and estate planning leaves both my wife and me with a high degree of confidence and comfort. If it is your intention to be treated professionally as a highly valued client with the utmost in skill and caring then you would do very well to engage Gary and Charmaine.
As a CPA, it is important for my clients to have a team of professionals to assist them with all aspects of their business and personal lives. Gary Shickora has been a trusted source of guidance and expertise for over ten years. I know a referral given to Gary is in great hands Gary has also handled my personal financial planning and my wife and I feel we could have no better guidance and support than what we have with Gary and his team.
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