About Us

Gambone Financial Group is a wealth management firm affiliated with Equitable Advisors. Equitable, 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.

 
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Our Focus

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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.

 

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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.

 

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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 Asset Map?

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!

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Our Team

OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!

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Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

TAXES

Equitable has resources available to help you.

SOCIAL SECURITY

Visit SSA.GOV to address your questions.

Our Office

Gambone Financial Group | Equitable Advisors
1 Belmont Avenue, Suite 1100
Bala Cynwyd, PA 19004

Phone: (610) 660-4118
Email: contact@gambonefinancialgroup.com

 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck