Del Gallo Financial Services, LLC

Description

Len Del Gallo Jr. is a CERTIFIED FINANCIAL PLANNER(tm) professional and owner of Del Gallo Financial Services, LLC (DFS). DFS specializes in business and individual analysis with personalized service. Covered areas include cash flow analysis, risk management considerations, group & individual health insurance plans - disability income insurance - life insurance - long term care insurance, projections for college and retirement, investment analysis, investment account management, trust management referral services, special needs planning, IRA, 401k, SEP, SIMPLE plans, defined benefit & contribution plans, 412(i) plans, deferred compensation & nonqualified plans, 403b, fixed annuities. DFS will provide specific recommendations and can establish a plan of action for each area reviewed. Services are provided on a fee or commission basis. Customized workshops can be created and provided for corporate employees, non-profit organizations, and school systems. Account asset minimum size and fees may vary depending on the services that are provided. -Do you need a plan for your business or family? Have you reviewed within the last three years your group or individual disability income, health and life coverage, estate planning, asset management strategies, long term care needs, education funding, income tax planning, buy-sell agreements, or had a lifestyle change? Do you have children with special needs? Do you have multiple retirement accounts or need to establish an Individual retirement account (IRA)? Do you need to establish a health or disability income insurance plan for your business or yourself? Does your current 401k or pension plan meet your business or personal needs? Are you concerned about future long term care costs for your family? DFS can establish a plan of action and create solutions for each area reviewed. -Contact DFS and we will answer your questions: Telephone: 860-675-5201 Fax : 860-675-5202 Mail : P.O. Box 717 Avon, Ct. 06001-0717 -Del Gallo Financial Services, LLC is a Registered Investment Advisor, CT. (U.S.A). The aforementioned material is a product and service listing and is not intended to be an offer for the sale of securities or investment advice. Securities are offered by prospectus only. Seek advice from a professional tax advisor and lawyer prior to finalizing any financial plan. Please review the ADV Part II, Privacy notice, and disclosures of Del Gallo Financial Services LLC, these are available upon written request. The material and information contained on the website delgallo.com can not be copied without the written permission and consent of Del Gallo Financial Services, LLC. Del Gallo Financial Services LLC is a licensed insurance agency in Connecticut (U.S.A). "Len Del Gallo Jr. is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care." Licenses Passed- CFP(r) certification valid through 3/31/09 according to www.cfp.com, Series 7, Series 63, series 65, Life, Accident & Health insurance Certified Financial Planner Board of Standards Inc, owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER(tm) and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. -* Del Gallo Financial Services, LLC and its Representatives do not provide tax and legal advice. Please consult your tax advisor, attorney for such guidance. Not all of the services listed on this site are available in every state in the United States. A separate privacy disclosure notice is available for California residents, please contact DFS for more information. -Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site. Del Gallo Financial Services, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site.

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