Our advisors are either CFP certificate holders or CFA charterholders, and everyone in our office is licensed as a fiduciary to ensure that our clients are always put first. Being a fiduciary has recently become popular in the financial services profession, but our founder Frank Gallo has been doing business this way since 1997.
We provide fee-based financial planning and asset management. Our clients custody their investments with TD Ameritrade and Schwab Advisory platforms which provide the best execution, reporting and access to the financial markets. Our efforts to support the business community include consulting on employee contribution plans and ERISA retirement plans for groups or individuals.
We provide fee-based financial planning and asset management. Our clients custody their investments with TD Ameritrade and Schwab Advisory platforms which provide the best execution, reporting and access to the financial markets. Our efforts to support the business community include consulting on employee contribution plans and ERISA retirement plans for groups or individuals.
Services
While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you're investing time, money and energy into working with us, and we want to make sure you're getting maximum value out of our relationship.
Frank is committed to helping you, his valued client, pursue your financial goals through close personal attention and through the development of a team of professionals who seek to make your every experience a success.A highly qualified professional, Frank is licensed to use the Certified Financial Planner certification mark, holds FINRA series 24, 63 and 7 licenses, and is the owner of a Registered Investment Advisory Firm.
Frank is committed to helping you, his valued client, pursue your financial goals through close personal attention and through the development of a team of professionals who seek to make your every experience a success.A highly qualified professional, Frank is licensed to use the Certified Financial Planner certification mark, holds FINRA series 24, 63 and 7 licenses, and is the owner of a Registered Investment Advisory Firm.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you're able to overcome any issues and obstacles with ease and confidence.
A lot goes into financial planning, and finding the right route to take can be confusing and irritating at times. A recent CNBC study shows us that only 29% of Americans are financially "healthy". Being financially healthy can mean a lot of things, but one thing it does mean is planning as effectively and efficiently as possible.
Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. With our personalized strategy, we find, plan, and execute your goals in a timely manner that produce the most benefit to clients. In addition to managing your investments, we'll educate you on the rationale behind each investment decision so you have an understanding of how your money is being used, tracked, and invested with.
Creating the right retirement plan is more than just calculating how much money is coming in each month. People that adopt financial plans are 30% more likely to take risk into consideration when investing and are 34% more likely to be aware of fees that they may incur and investment costs.
Whether you're five years away from retirement or 20 years away from retirement, we'll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle.After evaluating your current financial situation, we'll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.
Whether you're five years away from retirement or 20 years away from retirement, we'll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle.After evaluating your current financial situation, we'll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.
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