THE GARLIKOV COMPANIES
Our family-owned and operated boutique financial services firms GARLIKOV & ASSOCIATES, INC. and GARLIKOV ADVISORS, INC. have been relied upon nearly 45 years by successful Entrepreneurs, Family Offices, Business Enterprises, Philanthropies and their advisers for our expertise in life insurance and investments for more than four decades.
Headquartered in Columbus, Ohio, with clients throughout the U.S. and globally, our client-centric partnership approach and service focus earned us the reputation as the “Professionals Professionals”, the experts on whom advisers rely for solutions to complex life insurance challenges and as trusted capital advisers through conservative and effective money management.
ESP
Expertise | Solutions | Partners
- Experience
- Service Focused
- Problem Solvers
Client referrals are the source of our growth. They reflect the trust and discretion THE GARLIKOV COMPANIES earned as a result of the individualized, innovative quality solutions we tailor for the evolving needs of our clients. Our performance and high touch “concierge” service contribute to our exceptional persistency and reputation. Clients appreciate our innovative solutions and commitment to technology, though our collaborative approach, service focus and availability are the source of our extraordinary client retention rate.
Helping Clients Achieve Success is Responsible For Our Success!
GARLIKOV & ASSOCIATES, INC.
We are a multi-carrier boutique life insurance advisory firm that specializes in the design of sophisticated solutions for the protection and liquidity challenges of entrepreneurs, family offices, business enterprises, and philanthropies. Our clients benefit from the expertise of our team of professionals who leverage their accounting, finance, insurance, investment, and compliance backgrounds with their practical business and financial services experience. Our team of some of the best and brightest minds in the industry is complemented by our network of nationally recognized subject matter leaders we have honed over the decades.
GARLIKOV ADVISORS, INC.
For nearly three decades, GARLIKOV ADVISORS, INC., a national Registered Investment Advisor (RIA) founded to meet evolving financial industry developments and the introduction of Variable Life Insurance, has provided fee-based Investment Advisory Services. GARLIKOV ADVISORS, INC. primarily focuses on providing unique fee-based management of policy sub-accounts for those of our clients who desire discretionary management of their Variable Life Insurance.
Our conservative management philosophy focuses on downside risk to protect insurance policy cash values
GARLIKOV & ASSOCIATES, INC. and their agents are presently licensed to sell traditional life insurance in AZ, CA, CO, FL, IL, IN, KY, LA, MI, MO, NJ, NY, NC, OH, PA, VA, WV. Insurance services are limited to residents of the above-listed states. *Licenses to other states can be acquired with advance notice.
Variable life and annuity products, and/or other securities products, may be sold in AZ, CA, CO, DE, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NJ, NY, NC, OH, OK, OR, PA, VA, WV, and WI. Securities services are limited to residents of the above-listed states. *Licenses to other states can be acquired with advance notice. Proper state registration is mandatory prior to conducting business in any state.
GARLIKOV & ASSOCIATES, INC. is a member of M Financial Group. Please go to mfin.com and click on "Disclosure" at the bottom of the home page for further details regarding this relationship.
Securities offered through The Leaders Group, Inc. Member FINRA / SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 tel: (303) 797-9080. Investment Advisory Services Offered through GARLIKOV ADVISORS, INC., a Registered Investment Advisor. THE GARLIKOV COMPANIES is independently owned and operated and is not affiliated with The Leaders Group, Inc. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
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