Achieve your financial goals with us. Focused on your future! Integrated Asset Management is our expertise, which identifies the importance of coordinating a client's wealth management in one place. This is accomplished by incorporating an extensive knowledge about Financial Planning, Investments, Insurance, Workplace Financial Wellness Programs & Real Estate into one goal for the client.
Leonard J. Del Gallo Jr., (Len) is a Certified Financial Planner™ (CFP®), Master Planner Advanced Studies (MPAS™) and Principal of Del Gallo Financial Services, LLC., who would like to welcome you to an informative website that will provide you additional information about Len Del Gallo Jr., and Del Gallo Financial Services, LLC ("DFS, LLC")/("DFS"). Len has completed a Master's degree in advanced graduate studies in the specialty of financial planning to attain the MPAS™ certification. Len's expertise is not only helping individuals, businesses, and families but also enhancing his profession by training and educating Certified Financial Planner™ Professionals at the College for Financial Planning®, as an Adjunct Professor, teaching in their Master's of Science Degree Program. Service area is primarily Connecticut and Florida but clients are located throughout the United States, contact us today!
Len Del Gallo and his team of specialists focus on Integrated Asset Management, providing comprehensive financial planning services tailored to your unique needs. Our expert team brings extensive knowledge in financial planning, investments, institutional asset management, insurance, trust services, workplace wellness programs, and real estate, empowering you to make informed decisions that enhance your financial future. We prioritize building long-lasting relationships with our clients, ensuring that your goals are our top priority. Are you tired of being just a number? Trust us to navigate your wealth journey with expertise and personalized care.
DelGallo.com transformed my financial approach completely. Their expert insights into investments and real estate have made a significant difference in my portfolio.
The team at DelGallo.com provided exceptional guidance on insurance and financial planning. I feel more secure about my financial future thanks to their comprehensive strategies.
I never understood the complexities of integrated asset management until DelGallo.com simplified it for me. Their personalized approach made all the difference in my investment strategy.
Comprehensive support for commercial and residential buyers, renters, and sellers.
Unlock the door to your real estate dreams with our comprehensive Real Estate Brokerage Services. We specialize in guiding buyers and sellers through every step of the real estate process, ensuring a seamless and rewarding experience. Our expert team provides personalized market analysis, strategic marketing plans, and dedicated support to help you achieve your property goals. Whether you're a commercial or residential investor, leasing, or looking to sell your property, our knowledge and commitment to client success will empower you to make informed decisions. Experience the difference with Len Del Gallo, where your real estate goals become our mission.
Licensed Real Estate Associate Broker in Connecticut, U.S.A with Managing Broker - Berkshire Hathaway Homeservices, NE Properties, 172 W. Main Street, Avon, Ct. 06001
Licensed Real Estate Associate Broker in Florida, U.S.A with Managing Broker - Park Place Realty Network, LLC - 2500 W. Lake Mary Blvd, Suite 220, Lake Mary, FL 32746
Please visit the real estate link for details and disclosures,
Our Investment Management & Insurance Solutions are designed to provide you with a comprehensive approach to safeguarding your financial future. We offer personalized investment strategies, often incorporating managed account solutions, tailored to your unique goals and risk tolerance, combined with robust insurance solutions that protect your assets and loved ones. From retirement planning to estate management, our expert team ensures you have the right coverage and investment portfolio to navigate life's uncertainties. Insurance solutions can also be recommended by reviewing your coverages for health, disability, life, and long term care. Trust us to guide you through the complexities of financial planning, so you can focus on what truly matters.
Investment Management solutions are fee based by agreement.
Insurance Services are on a commission basis by agreement.
Empower your employees with our Workplace Financial Wellness Programs. These comprehensive programs are designed to enhance your team's financial literacy, reduce stress, and promote overall well-being. Through engaging workshops, personalized consultations, financial planning, and valuable resources, we equip employees with the tools they need to manage their finances effectively. Whether it's budgeting, saving for retirement, or understanding investments, our programs foster a culture of financial health within your organization. Invest in your employees' financial future and watch productivity soar!
Workplace Financial Welllness Programs are by agreement on a fee basis, please see disclosures.
Del Gallo Financial Services, LLC is a Registered Investment Advisor, CT. (U.S.A). Del Gallo Financial Services, LLC may be Registered as an Investment Advisor in other states in the U.S. and this information is available upon request. Portfolio Management, Financial Planning, Solicitor/Investment Management Services, Workplace Wellness Programs, Consulting, & Trust Referral Services, are offered through representatives of Del Gallo Financial Services LLC, a Registered Investment Advisor. Leonard J. Del Gallo Jr. is an investment advisor representative for Del Gallo Financial Services, LLC. 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). Del Gallo Financial Services LLC may be licensed as an insurance agency in other states in the U.S. and this information is available upon request. "Len Del Gallo Jr. is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care."
Insurance License & Lines (Accident & Health or Sickness, Credit, Life, Travel). Additional Licenses & Certifications passed by Len Del Gallo Jr.- CFP® certification & MPAS certification, and Series 65. Len Del Gallo is an Adjunct Professor at the College for Financial Planning®, teaching a section of the Master's of Science Program.
Leonard J. Del Gallo Jr., is a licensed Real Estate Broker Associate in Connecticut & Florida which is separate from activities at Del Gallo Financial Services, LLC.
Del Gallo Financial Services, LLC and its Representatives do not provide tax and legal advice. Please consult your tax advisor, attorney for such guidance and prior to implementing any strategies. 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,LLC for more information.
There may be broker dealers, custodians, 3rd parties and their affiliates, investment advisers, and others who may offer the same services for the same fees, lower fees, higher fees, or no fees. Please review all disclosures, agreements, and documents.
The website of Del Gallo Financial Services, LLC at delgallo.com is registered and subject to copyright protection.
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 website.
