GMS SURGENT
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Individual Advisory Services

At GMS Surgent, our planning and consulting services are tailored to your vision, goals and objectives. Where you are, and where you want to be, are the two most powerful forces guiding our relationship.

Our experienced professionals will help you visualize a plan for your future, and offer all of the resources you need to set it in motion. Whether the goal is retirement, a college education, a competitive benefits package for your employees, reduced taxes on your estate, or any of the endless combinations of personal and business objectives, GMS Surgent will be with you and help you take action.

Your goals, your family and your business may change. Our commitment to exceeding your expectations does not. GMS Surgent will be here with integrated financial services, unique insights and objective advice to help you reach your goals.

GMS Surgent expertise and experience will help:
  • Assistance with identifying your financial goals
  • Assistance with managing your cash flow
  • Reviewing your insurance needs with your insurance broker 
  • Assistance with building education funds
  • Assistance to minimize income tax liability
  • Assistance to maximize retirement savings
  • Coordinate with your estate attorney to develop an estate plan
  • Coordinate with your investment advisor to monitor your investment performance
  • Assisance in planning for elder care and other special needs
OVERVIEW

ACCOUNTING AND ASSURANC

BUSINESS ADVISORY SERVICES

INDIVIDUAL ADVISORY SERVICES

TAX STRATEGIES & COMPLIANCE

TECHNOLOGY SOLUTIONS

 

Contact GMS Surgent

DEVON OFFICE
237 W. Lancaster Avenue
Suite 1000
Devon, PA 19333

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P: 610.975.9122
F: 610.975.9132
E: info@gmssurgent.com

 
HOME | WHO WE ARE | WHAT WE DO | WHO WE SERVE | EMPLOYMENT | RESOURCES | CONTACT US  | CLIENT PORTAL LOGIN
237 W. Lancaster Avenue, Suite 1000   |   Devon, PA 19333   |   610.975.9122 
Picture
  • Home
  • Who We Are
    • Partners >
      • John Surgent
      • Brian J Gallagher
      • Lauren Adamski
      • Richard Pritz
      • Brian Pugliese
      • Lori Toonder
    • Partner Emeritus >
      • William J Schalleur
      • Joseph Mcdevitt
    • Director & Managers >
      • Everett Minger
      • Terri Devine
      • Stephanie Sommers
    • Firm Culture
  • What We Do
    • Accounting and Assurance >
      • Agreed Upon Procedures
      • Green-E Energy
      • Employee Benefit Plans
    • Business Advisory Services >
      • Profitability Analysis
      • Business Valuation
      • Bankruptcy - Insolvency
      • Litigation Support
      • Strategic Planning
    • Individual Advisory Services
    • Tax Strategies and Compliance >
      • PA EITC Overview >
        • PA EITC Step by Step
      • Historic Tax Credits
    • Technology Solutions
  • Who We Serve
    • Real Estate
    • Construction
    • Emerging Technology
    • Life Sciences
    • MFG and Distribution
    • Preferred Individuals
    • Private Equity and VG
    • Professional Services Firm
    • Retail and Consumer Goods
    • Trusts and Estates
    • Non-Profit Organizations
  • Employment
    • Opportunities
    • You and GMS Surgent
  • Resources
    • Client Alerts
    • Firm Newsroom
    • Useful Links and Tools
  • PAY MY BILL