Thank you for taking time to visit my website and learn a little about myself and my practice.
For the past 20 years, clients have sought my financial advice in a number of capacities, from making informed investment decisions to choosing the right college for their children and grandchildren, I've been there when they lost their spouse and needed help with the financial decisions, probate and paper work involved in that situation.
I truly enjoy helping others—answering their questions, addressing their unique concerns, and working with them to help achieve the peace of mind that comes with financial independence. Financial advisory is my profession, but it's also my passion.
Whether you're interested in on-going financial services, or just need some reliable advice about a particular situation, I'd love to lend a hand and would welcome your call.
Thank you again for your interest,
Frank V. Gallo, CFP®
* All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
* Securities and advisory services offered through NATIONAL PLANNING CORPORATION (NPC), NPC of America in FL & NY, Member FINRA/SPIC, A Registered Investment Advisor. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent registration requirements, or an applicable exemption or exclusion. Investors Portfolio Services LLC and NPC are separate and unrelated companies.