Investment Services Avon

DELGALLO.COM - Integrated Wealth Management - Financial Planning, Investments, Insurance, Workplace Financial Wellness Programs & Real Estate

Investment Services Avon
FINANCIAL PLANNING, INSURANCE, & REAL ESTATE

Address
195 West Main Street, Suite 7
Place
Avon, CT   06001 
Landline
(860) 675-5201
E-Mail
[email protected]
Twitter
@DelgalloLen
Facebook
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For Sale: MLS 2025010278 945 Eastham Way, H202 Naples, Florida, 34104
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delgallo.com
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Description

DELGALLO.COM - Integrated Wealth Management - Financial Planning, Investments, Insurance, Workplace Financial Wellness Programs & Real Estate. Leonard Del Gallo Jr., is a Master Planner Advanced Studies, Certified Financial Planner®, and Real Estate Broker Associate. Please see website for disclosures.

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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.

    Certifications: MPAS - Master Planner Advanced Studies , CFP® - Certified Financial Planner® , M.S. - Master of Science , RIA - Registered Investment Advisor

    Services: Wealth Management , Investment Management , Business & Individual Insurance , Portfolio Management , Health Insurance , Long Term Care Insurance , Disability Income Insurance , Life Insurance , Financial Planning

  • 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: [email protected] Web: https://delgallo.com/LENDELGALLOREALESTATE.html Web: https://leonardjdelgallojr.bhhsneproperties.com/ Click Here to find out your home's worth: http://bhhsne.findbuyers.com/[email protected]

    Education: B.S. & M.S.

    Certifications: Licensed Real Estate Broker (CT) , CIREC - Commercial & Investment Real Estate Certification , SFR® - Short Sales & Foreclosures Certification

    Services: Real Estate Seller's Agent, Renter'sl Agent , Listing Agent, Buyer's Agent

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