It was an absolute honor to be recognized this past weekend at the Equitable Advisors Gala in Philadelphia. No question - there is more pressure on advisors today than ever, to deliver value and results to clients. I dedicate this achievement to the clients who place an enormous amount of trust in my firm. These moments are a testament to the special relationships we have built with so many clients, who have become like family.
关于我们
Gambone Financial Group is a wealth management firm in alliance with Equitable Advisors. Equitable was founded in New York, NY in 1859, is one of America’s oldest and most reputable financial services firms. Joseph built the firm to foster piece of mind and security for the financial well-being of their clients. Joseph and his team protect and preserve wealth for families and businesses. The firm strives to create long lasting relationships, built on trust. Because of Gambone Financial Group’s combined 100+ years of experience in the financial markets, clients seek the firm for support with managing money, reducing risk, and minimizing taxation in all investment and insurance decisions. If you’re ready to take control of your finances and develop a realistic plan for today and tomorrow, we invite you to contact us. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Gambone Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: https://bit.ly/2f98X9d AGE-AGE 5548165.1 (03/24)(exp. 03/28)
- 网站
-
www.gambonefinancialgroup.com
Gambone Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Bala Cynwyd，PA
- 类型
- 私人持股
- 创立
- 2022
地点
-
主要
获取路线
1 Belmont Ave
1100
US，PA，Bala Cynwyd，19004
Gambone Financial Group员工
动态
-
?? Excited to share some incredible news! ?? I’m honored to have been featured in Fortune Magazine as a Five Star Wealth Manager Under 40, highlighting the dedication, strategy, and passion I bring to helping my clients achieve their financial goals. Being featured in Fortune magazine is a milestone I don't take lightly. My journey has been built on dedication, trust, and an unwavering commitment to helping clients navigate the complexities of wealth with confidence. Success in wealth management isn't just about the numbers, it's about impact. It's about helping families build legacies, protect their futures, and turn financial goals into reality. I am incredibly thankful for the clients who entrust me with their financial well-being, the mentors who have guided me, and my team that makes excellence possible every day. ???? #FortuneMagazine #Grateful #WealthManagement #Under40Leadership #FinancialPlanning #Fortune #GamboneFinancialGroup
-
-
The DOW is down over 1,000 points. If you stayed the course over the last few years, you still have massive gains. If you got conservative in 2022, and decided to be aggressive again recently, you are now learning to not let fear/greed lead to bad decision-making. The good news- 1. This may cause the Fed to drop rates, giving tons of families the opportunity to refinance, and also helping debt serve it's traditional purpose in diversified portfolios. 2. Staying the course pays off long-term. If you've been paying attention, you know the Mega Tech names are hoisting up the rest of the market, and that defensive sectors should rebound normally. Ask for a complimentary portfolio review. We are prepared and available, just text 610-660-4118 or send a message to get started.
-
-
The little things like customer service matter. If you are tired of sitting on hold and/or are looking for team of professionals to help, text or email our office to schedule a no-cost review today. Text the office: 610-660-4118 Email: [email protected] https://lnkd.in/eYu94HkR
-
-
?? Happy Independence Day! ?? As we celebrate the 4th of July, let's take a moment to reflect on the values of freedom, unity, and resilience that define our great nation. We want to wish everyone a joyous holiday filled with family, friends, and fireworks! ???? #IndependenceDay #4thOfJuly #Freedom #Celebration
-
-
So much fun hanging with longtime friend and colleague Kimberly Karr at the awards reception. We miss you Kim!
-
-
Fun times last week recognizing the top advisors at the 2023 Karr Barth Associates awards banquet.
-