Gambone Financial Group

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.

?? 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: Contact@gambonefinancialgroup.com 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

DEADLINE is 4/15/24 to make Roth IRA contributions for 2023. Call or text us at 610-660-4118 to see if you are eligible.

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.