History

Our history began in 1998, when Bill Gettings, CFP®, transitioned from his role as a pension and retirement specialist with The Equitable to establish an independent financial advisory firm. With a mission to provide personalized and transparent financial guidance, Bill focused on serving families and businesses, building a strong reputation as a leader in financial planning and business retirement plans.

In 2020, recognizing the need for greater independence and flexibility to better serve our clients we decided to establish our own Registered Investment Adviser (RIA). This strategic move allowed our firm to operate strictly under a fiduciary standard, providing personalized, transparent, and client-centered financial strategies.

Today, Gettings Reed Financial continues to be a trusted partner for individuals, families, and businesses seeking tailored financial strategies. Committed to fostering long-term relationships built on trust and transparency, we are dedicated to helping our clients navigate life’s financial complexities with clarity and confidence.