A complete list of active advisors currently associated with Del Gallo Financial Services, LLC
Warmer can help you find a great advisor at Del Gallo Financial Services, LLC or one who fits your needs even better.
Del Gallo Financial Services, LLC provides portfolio management, financial planning, pension and retirement‑plan consulting, third‑party manager selection and trust‑referral services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, educational institutions and business entities. The firm also operates as a licensed insurance agency and offers insurance‑related products separately from its advisory engagements. The firm delivers advice on a non‑discretionary basis, working with clients to develop written investment policy statements and typically constructing portfolios from load‑waived or no‑load mutual funds and ETFs with periodic reviews and annual rebalancing. It also serves as a solicitor for third‑party investment managers and trust companies, and provides educational seminars and participant workshops as part of its pension consulting services (these seminars do not provide individualized investment advice). Noteworthy aspects include the combination of an RIA practice with licensed insurance activity and active real‑estate licensing/ownership, plus a stated emphasis on public and plan‑participant education—features less common among peers. The firm is small in scale (about $5.8 million in regulatory assets across roughly a dozen clients) and discloses receipt of referral/solicitor fees and other potential conflicts related to its insurance and referral arrangements.
To learn more about the advisors currently working at Del Gallo Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Avon, CT
| 26
|
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