ABOUT US
Gambone Financial Group is a wealth management firm affiliated with Equitable Advisors. Equitable is one of America’s oldest financial services firms. Joseph and his partners built the firm so clients can foster peace of mind. Clients seek the firm for support with managing money, reducing risk, and minimizing taxation in all investment and insurance decisions. With investment platforms powered by Equitable, LPL Financial, and BL Financial, Gambone Financial Group has the ability to be open architecture with insurance and investment models.
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.
Financial Planning
Gambone Financial Group strives to provide the highest level of services by helping clients identify and prioritize their goals and objectives. We work with clients to provide customized solutions that address their individual needs.
Asset Management
Our process begins by identifying your risk tolerance. With our access to high quality investment managers, we will assist you in implementing your strategy. We proactively monitor the performance of the portfolio to ensure it continues to perform as expected.
Risk Management
The impact of events such as death, disability, or a long-term care illness can be decreased by having a plan in place. We develop strategies and cost-effective approaches to help ensure families plans, hopes, and dreams can still be fulfilled in the event of an unexpected crisis.
DO YOU HAVE AN ASSETMAP?
Our goal is to communicate complex financial strategies in an easy-to-understand format. Asset Map is a visually appealing tool that can put your financial picture on one page. By using simple figures and boxes, Asset Map allows the complex nature of financial products easier to understand which aids clients to make harder decisions with ease.
Create your Own Asset Map!
Nicholas J. Palazzo - Available for Consultation
Co-Founder and Senior Advisor
nicholas.palazzo@equitable.com
Read more
