Gloria Homans is a pioneer in the financial planning services profession. Gloria embarked on a career in the financial planning industry after being inspired to positively affect the lives of others. Her passion for helping clients reach financial stability is equal to her desire to make each and every client feel special. Demonstrating mastery of financial planning, retirement, and estate planning, as well as insurance and tax preparation, she offers an array of services which are backed by knowledgeable advice and personalized attention.
Gloria started off as an advisor with IDS in 1979. Realizing she could assist clients in a greater capacity Gloria became an independent advisor in 1991, starting Homans and Associates Wealth Management, LLC. Gloria is a Registered Principal and holds FINRA Licenses: 7, 24, 51, 63, and 65.
Gloria has lived in Bedford for over 35 years. She has two beautiful daughters and 5 incredible grandchildren. Having been blessed with a wonderful family, Gloria truly understands the importance of planning for all aspects of life and feels it is a blessing to help her clients do the same. She is sounding board and friend to many of her clients that have experienced a divorce or the loss of a spouse. Gloria has a unique perspective of the changes that life can bring.