Jack Gambetta

J ack Gambetta, CFP ® , investment services offers personalized service to each and every one of its clients. Experience has taught us that there is no "one size fits all" when it comes to individuals and their finances. We recognize that every one of our clients is unique and therefore requires his or her own tailor-made plan to help pursue their goals. Together, we create a plan designed to meet individual time horizons and risk tolerance levels, and then monitor it regularly to make sure we are on track. Because we realize different clients have different needs, goals, and favored pricing plans, we offer both fee-based and traditional commission-per-transaction plans. Our clients choose based on their personal preferences. Some of our offerings include: Investments, Stocks, Bonds, Mutual Funds IRAs - Traditional, Roth, Education, Rollovers Profit Sharing Plans, 401(k), 403(b) Simplified Employee Pension (SEP) Simple IRAs Uniform Gift to Minors (UGMA/UTMA) College Funding, 529 Plans Retirement Income Plans Estate Planning, Tax Planning Annuities, fixed and variable Life Insurance and Disability Insurance Long Term Care Insurance, Health Insurance Fee-based services offered through LPL Financial Jack Gambetta, CFP Y our needs are our priority. Providing competitive financial services is very important to delivering the expertise needed to preserve your personal and business interests. Working with a variety of companies offering access to a diverse range of competitive financial products is an important part of our financial planning services. Complete Financial Planning programs are designed to solve complex estate building issues. The key is the ability to access the products and services of competitive companies to quickly match your specific financial and estate planning needs. We are independent consultants; we work for you.