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

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

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58...
09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/15/2026

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

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
09/14/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help ...
09/10/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But...
09/07/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/04/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

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300 Executive Center Drive, Suite 200
Greenville, SC
29607

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