Marshall Gallo Financial Group

About Us

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

· Sustainable and Responsible Investing

· Executive Compensation and Benefit Strategies

· Saving for Education

· Wealth Preservation Strategies

· Inter-generational Planning

· Retirement Plan Distribution

· Small Business

Working With Us

Meeting with the financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Marshall Gallo financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

OUR CLIENTS COME FIRST

As a Registered Investment Adviser (RIA), we seek to provide investment advice and services that are in the best interest of our clients.

KEEP CLIENTS INFORMED

Clients are positioned to make better decisions when they are well informed. We maintain a robust online Knowledge Center encompassing a variety of relevant business, finance, and tax related

CULTIVATE PERSONAL RELATIONSHIPS

Clients and advisors benefit from a personal relationship. All WWM clients are served by at least one Senior Advisor of the firm. We periodically meet with clients and always encourage an open dialogue

EMBRACE EDUCATION

Our advisors hold and continue to pursue a wide range of professional designations. We look for opportunities to educate ourselves on the latest industry trends so we can provide our clients with the best possible services.

GIVE BACK TO THE COMMUNITY

Our commitment to you extends to the communities we share. We are passionate about the charities we support and work with them on funding strategies and service initiatives.

Invest with Confidence