Investment Services Avon

Del Gallo Financial Services, LLC

Investment Services Avon
Wealth Management/Investments/Planning/Insurance

Address
195 West Main Street, Suite 7
Place
Avon, CT   06001 
Landline
(860) 675-5201
E-Mail
dfsguard17@gmail.com
Twitter
@DelgalloLen
Facebook
639403626512289
Website
delgallo.com
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Description

Del Gallo Financial Services, LLC in Avon, Connecticut, 06001. Personalized Wealth Planning, Investment Services, Health -Disability - Life - Long Term Care Insurance, Leonard Del Gallo Jr., is a Master Planner Advanced Studies and Certified Financial Planner®.

Keywords Avon ct Financial Planning, Avon Financial Planning, Business Strategic Planning avon ct, Financial Education Services, Financial Education Training, Pension Education Services, Investment Advisory Services Avon ct, Investment Analysis, Life Insurance, Long Term Care Insurance, Mortgage Insurance, Health insurance, Disability Income Insurance, Management Accounts, Stocks, Bonds, Mutual Funds, ETF, Closed end funds, Comprehensive Financial Plans, Avon Investment Firm, Avon Advisory Services, Avon Insurance, Avon Business Planning, Business Planning, Organization Financial Planning, Business Financial Planning, Variance monitoring, Budgeting, Employee Benefits, Strategic Planning, Education, Training, Seminars, Workshops, Financial consulting, Consulting, Business Restructuring, Organization Planning, Certified Financial Planner, Master Planner Advanced Studies, CFP, MPAS, M.S., Financial Planner avon, Investments, Financial Services avon, Financial Help, High Net Worth Planning, Customized Financial Plans, Customized Financial Planning, Financial Instruction, Avon Financial Services, Variance Reporting, Organization Budget Analysis, Organization Budget Preparation, Organization Variance reporting, Organization Variance Monitoring, Advisory Services, Life Planning, Planning for Special Needs, Special Needs Planning, Estate Planning, Education Planning, Option Analysis, Pension Services, Pension Review, IRA, Individual Retirement Account, SEP, Simplified Employer Plan, IRA Rollover, Pension Rollover, 401k Rollover, BUY/Sell Plans, ROTH, Roth Accounts, Social Security Planning, Asset, ASSET ANALYSIS, 529, Avon, Connnecticut, 401k.

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  • LEONARD J. DEL GALLO JR., M.S., MPAS(sm), CFP® - Managing Member of Del Gallo Financial Services LLC

    Principal - Managing Member

    Del Gallo Financial Services, LLC is a Registered Investment Advisor & Licensed Insurance Agency. Leonard Del Gallo Jr., M.S., MPAS, CFP® is the Managing Member of Del Gallo Financial Services, LLC CFP® and CERTIFIED FINANCIAL PLANNER ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Please see www.cfp.net for additional information. Master Planner Advanced Studies (SM) and MPAS (SM) are registered service marks of the College for Financial Planning in the United States and/or other countries. MPAS designees have completed advanced graduate studies in the specialty area of Financial Planning. Please go to http://www.cffpinfo.com/mpas/ for additional information. Leonard J. Del Gallo Jr. has completed a Master of Science Degree – M.S. Please visit and see disclosures and additional links for Del Gallo Financial Services, LLC. at WWW.DELGALLO.COM Previously employed at Chase Manhattan Bank & Merrill Lynch with an extensive banking, lending, compliance, consulting, investment, real estate, and brokerage background. Have served on numerous Boards and Committees for organizations overseeing various functions and details in finance, budgeting, employee benefits, and strategic planning. Very active in consulting, educating, training, and instructing individuals and groups at non-profit organizations, corporations, and public institutions by presenting customized workshops and seminars on many finance related topics.

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    Link: LEONARD J. DEL GALLO JR., M.S., MPAS(sm), CFP® - Managing Member of Del Gallo Financial Services LLC

  • Leonard J. Del Gallo Jr., Broker Associate, REALTOR®, CIREC, SFR®

    Licensed Real Estate Broker - CT

    Leonard J. Del Gallo Jr., CIREC, SFR® is a Broker Associate with managing broker Berkshire Hathaway HomeServices New England Properties. Berkshire Hathaway HomeServices and Berkshire Hathaway's related companies are not affiliated with Del Gallo Financial Services, LLC nor are any Berkshire Hathaway Companies affiliated with the private Real Estate Firm that Len is the managing member of. Please visit this blog for helpful Real Estate information: https://delgallo-real-estate.blogspot.com/ Len is a licensed Real Estate Broker in CT and has over 30 years experience working in the financial services industry helping customers find the best solutions that suit their needs and goals by using his knowledge, technology, and negotiating skills. Whether your needs are for selling, buying, renting, land valuations, commercial, or investing, Len has the ability to provide you with a pleasant experience with your transition. Contact Len today to find a solution for your real estate needs and financial goals. CIREC - Commercial & Investment Real Estate Certification SFR® - Short Sales & Foreclosures Certification Leonard J. Del Gallo Jr., Broker Associate, CIREC, SFR® Managing Broker - Berkshire Hathaway HomeServices New England Properties 172 West Main Street Avon, Ct. 06001 (Licensed in CT - USA) Phone: 860-675-5201 Email: lendelgallo@bhhsne.com Web: https://delgallo.com/LENDELGALLOREALESTATE.html Web: https://leonardjdelgallojr.bhhsneproperties.com/ Click Here to find out your home's worth: http://bhhsne.findbuyers.com/llanderman@bhhsne.com

    Education:

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    Link: Leonard J. Del Gallo Jr., Broker Associate, REALTOR®, CIREC, SFR®

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Investment Services
(860)675-5201 (860)-675-5201 +18606755201

Map 195 West Main Street, Suite 7

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