Testimonials

Over the years Lauren has become a trusted family friend serving all our financial needs. In 2008, when most of our friends lost quite a bit of their retirement portfolio, ours was all intact and we are reaping the benefits today. Current, up-to-date investment knowledge and honesty are very important to us and we find these qualities in Lauren and have recommended her to our children who also take her advice for their financial portfolios.

As a physician, I received financial advice from Lauren Gidley for the last ten years and can vouch for her character and concern for my future and financial success. I benefited from her tax saving strategies!

Lauren has always been proactive in helping us protect our investments which is very important to us. She showed us how to diversify our investments outside the stock and bond markets and helped us preserve our portfolio during the last three stock market crashes. Lauren helped us plan for a comfortable retirement by adding multiple sources of predictable income to our portfolio. She truly cares for her clients, and we feel confident that Lauren is watching out for us.

Lauren was instrumental in helping me establish a tax-free pension as well as guiding my wife and I with a plan for retirement by recommending investments that will provide lifetime income and increase that income over time. In addition, the retirement plan Lauren set up for me and my business partners saved us a substantial amount of tax, and I was able to put those savings toward my retirement. I know Lauren has my best interests at heart.

Lauren took time to understand my goals, then set up a plan so I would know how much income I could count having when I was ready to retire. Now that I am retired, I am very glad that the investments Lauren recommended are now giving me guaranteed income for the rest of my life. I am truly grateful to Lauren for the planning she did for me to make sure my income would be secure in my retirement.

Lauren has been our trusted financial advisor and special friend for over twenty years. With her vast knowledge of the market, she helped protect us from market crashes three times. Her Christian ethics are apparent in how she manages her business and treats her family and friends. It is a comforting feeling knowing that she takes such good care of us.

Besides always demonstrating a very high level of integrity, it was apparent from the very start that Lauren took a personal interest in our situation and developed a financial portfolio that supported our goals. We recommended her to our children as we knew she would advise them as she would her own. Lauren is a genuine, ethical, and caring person who shares our values of faith, country, and family. Lauren demonstrates deep care and concern for her community; she is faithful and gracious, supportive and loving when others are in need.

Working together for the last 30+ years, it has been a pleasure. Lauren guided us through three economic downturns, keeping an eye on our financial goals, always available to discuss strategy while keeping us informed and on track. Lauren is very dedicated to her family, caring, and compassionate. She is witty and funny; we are so glad to call her our friend.

Over 30 years ago, my in-laws decided to work with Lauren, and she successfully cultivated their investment over many years. Lauren augmented their portfolio while navigating three historic stock market crashes (‘01, ‘08, and ‘20). The goal was to create guaranteed retirement income and that is exactly what she did. Twenty-four years into retirement, my mother-in-law continues to reap the benefits of Lauren’s hard work. She is a caring, loving, honest person. My wife and I are proud to call Lauren our Financial Advisor as well. She is truly a pleasure to work with.

Lauren is, above all, extremely honest and trustworthy in everything she does in our opinion, this is the most important characteristic in a financial advisor. Her sincere goal is to guard and protect our welfare and financial wellbeing, which we can honestly say, she has done!

We’ve known Lauren for over 20 years, and we have found Lauren to always be a person of high integrity and honesty. She has always been on the look-out for our financial progress, and very conscientious about our investments. Working with Lauren has been a pleasure, and we have a peace and trust within us to know she always is looking out for our best interests.

Lauren’s warmth and encouragement inspired us to dream of possibilities that we had never envisioned. We appreciate so much the financial and personal benefits Lauren’s advice has allowed us to accomplish. She is a consummate professional, has extensive financial expertise, and genuinely cares about her clients.

Lauren has been our financial advisor for over 20 years. She has explained and carefully illustrated what has been best for us with her growing knowledge of when and what to invest in over many years. You will find Lauren like a family member—very personal. Lauren Gidley is a godly, trustworthy, smart business lady and a real blessing to know and work with.

My attorney recommended Lauren Gidley. She put me at ease immediately and went to work to safeguard my money and plan for my future. She is a person who listened; her plan for me brought needed peace of mind. She developed a strategy for my benefit. I have confidence in Lauren, she has my best interests in mind.