Broker Check

What Our Clients Are Saying

" Her friendliness and ability to radiate positivity, yet professionalism, in every situation, is a refreshing character trait to come across in a financial advisor."

"For over 10 years, Gaea has been an outstanding partner in helping me manage and grow my investments and plan for retirement. She devotes her time into learning about investments and to explain to me why something may or may not fit into my portfolio. I never feel pushed or "sold" because she cares about her clients personally and always provides adequate data and information to support each selection.

She has helped me to diversify my portfolio and to feel comfortable with investing in new ways to support short-term needs and long-term life planning as well. In addition to investment selection and advice, she has helped me with financial planning, alternative retirement solutions and life insurance for my family. Last but not least, her friendliness and ability to radiate positivity, yet professionalism, in every situation, is a refreshing character trait to come across in a financial advisor. I highly recommend Gaea Verneris, you would be lucky to get to know her and work with her!"

- Molly O.


"She is very intelligent, diligent and meticulous in her work which really helps me get the best investment profile for my age, my long-term goals and my financial position."

"I am so glad I decided to have Gaea Verneris as my financial advisor. I thought was happy with the advisor I had before I met Gaea. He was a very intelligent and nice man. However, due to his tremendous work load, he wasn’t always able to communicate with me on a regular basis. When I met Gaea, she told me that she kept up with her clients on a regular basis or more if needed. After about a year, during which time Gaea helped me obtain awesome long term health care insurance, I moved my investments over to Gaea and LPL. I am so very happy I did. 

Since I have had Gaea as my financial advisor, I continually get educated about my investments and why they are good investments for me and how much dividends they yield and how they will continue to benefit me in the long run. She also will let me know if I need to get out of an investment and into a better one.

Gaea always keeps me advised throughout the year on how my investments are doing. She is very intelligent, diligent and meticulous in her work which really helps me get the best investment profile for my age, my long-term goals and my financial position. I am always kept apprised of online seminars that I can take part in however I never feel pushed to take part in the seminars. I also never feel pressured to invest in something that I don’t think is for me. Gaea is really great at advising and working with me. I always feel she has my best interests at heart."

- Debby J.

"We have strongly recommended her to our family and friends. With each referral she has graciously sent a thank you note and a gift if they became a client."

"After meeting and interviewing Gaea initially we were very impressed with her knowledge of the complicated field of finance, and that of investments. Her professional demeanor, generates competence and trust. She was also instrumental in introducing us to a long term insurance care plan about 10 years ago, which we have been very pleased with. It gives us some extra confidence looking towards the future.

We have strongly recommended her to our family and friends. With each referral she has graciously sent a thank you note and a gift if they became a client. Gaea always remembers special birthdays and holidays. She personally delivered homemade pumpkin pie’s this Christmas, which were delicious. Whenever we have a question and we contact her, she is always so friendly and caring and addresses our concerns in a timely manner."

 - John and Marge

"Gaea treated me with respect and listened carefully offering her knowledge, preparation, and experience. After a few years of working together I retired."

"Gaea Verneris became my financial planner thirteen years ago. I had made a small investment with the firm she came to serve after the prior advisor retired. She helped me plan for my retirement ambitions. Gaea treated me with respect and listened carefully offering her knowledge, preparation, and experience. After a few years of working together I retired. I decided to roll over my entire portfolio of investments to her. A process she made seem-less for me. When my daughter and her husband began thinking of retirement planning I suggested they talk to Gaea. They signed on with her. When their daughter graduated from college they suggested she call Gaea to discuss investing in stocks. She did and now Gaea is a part of our family. I have peace in how my contributions to my offspring, when I pass on, will be handled. All three of us followed Gaea when she left her last employer to join LPL. I had worked with four other financial planners before meeting Gaea. She has been by far the most hands on, competent provider for me. LPL seems to be a good fit for Gaea. The organization has an environment and work ethic where she can be her best self in service to others."

- Alice L.

"She cares deeply about me as a person, always asking about my personal well-being, life ambitions & goals, and more."

"Gaea has been my Financial Advisor now for over 10 years and our relationship has continued to grow and blossom over time. What I most appreciate about Gaea, is that over the years I have worked with her, I have become well informed and educated about my portfolio and the different choices available to me. She works with me on various types of retirement accounts, as well as my personal savings. Gaea does not only care about my money, but she cares deeply about me as a person, always asking about my personal well-being, life ambitions & goals, and more. I am grateful for her help and guidance and recommend her to all my friends!"

- Anna B.

"I always look forward to our appointments and at the end I feel excited for my future."

"I’ve been working with Gaea for about 10 years, and I feel totally relaxed and at peace with her managing my portfolio. Working with Gaea and her expertise and vision , I feel I’m in a good position to ride out the storms of market volatility that may lie ahead. Getting to know Gaea has been very fun and organic, and she is so easy to connect with. I always look forward to our appointments and at the end I feel excited for my future. Thank you Gaea for all that you do."

- David T.

"Like a personal trainer, Gaea became my financial trainer."

"If you are looking for a financial advisor who truly cares about your success, and will work tirelessly to help you achieve your goals, look no further than Gaea Verneris. I started my small S‐Corp business in 2013 and working with Gaea has not only changed my life, but my children and their children’s children’s life. When I started with Gaea, I didn't even have a savings account. Like a personal trainer, Gaea became my financial trainer. She set up my owners 401(k) for my small business, set up a small life insurance policy for my husband and myself, which then grew to a bigger policy as we built our real estate portfolio and our wealth. Gaea set up our 529 college savings plan for my daughter when she was born as well as an amazing long term care policy. She meets with us throughout the year to balance our portfolio, talk to us about new investments and make sure we hit our financial goals. Thank you Gaea for always looking out for our best interest. We will be recommending you to everyone we care about."

- Phoebe W.

"The things that impress us the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Gaea pays to changes in our lives and the impact they may have on the plan."

"Gaea is an excellent investment and retirement planner. We have been working with Gaea for almost 10 years and have been very happy with the process and results. The things that impress us the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Gaea pays to changes in our lives and the impact they may have on the plan. Working with Gaea has been a wise decision and we trust her wholeheartedly to have our best interests at heart. Her wealth of knowledge has helped grow our portfolio. She has also been a great resource and consultant for us on a variety of other investment opportunities. One of the great things about Gaea is she truly wants to see her clients fulfill their financial dreams. It's been a pleasure working with Gaea and we look forward to many more prosperous years of growth."

- Rick and Nanci C.

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