Matthew Gaglio

Integrity Advisors Pension Consultants, Inc.

About Me:

Matthew Gaglio is a principal of Integrity Advisors Pension Consultants Inc., a multi-faceted financial services organization serving the individual and business communities. He is a Financial Advisor/Registered Representative, who is qualified to advise Certified Public Accountants, Attorneys and business owners. Matthew specializes in assisting self-employed business owners and independent professionals in recovering substantial tax dollars legally and professionally. Specific areas of focus include strategic advice with the changes in current tax law, qualified/non-qualified pension and executive benefit retirement trusts, qualified tax shelters, estate and distribution planning, asset protection, investment strategies, and individual planning for high net worth individuals.

Education and Training:

BA from Stonybrook University

My Mission Statement:

I help my clients navigate through the myriad of options of contemporary wealth management and identify the tools needed to build upon their wealth. As part of a family business, I devote myself to long-term business relationships driven by trust and partnership.

Specialized Services Offered:

Retirement Planning Strategies Business Planning for Small and Medium Businesses Qualified Retirement Plans Estate Planning and Preservation Insurance Planning Investment Planning and Strategies

Recognition & Awards:

Matthew Gaglio is recognized as a member of “Top of the Table”, President’s Council Producer, and “Million Dollar Round Table” qualifier ranking him within the top 10th percentile nationally.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

URL
http://strategiesforwealth.com/associates/matthew-gaglio/

Matthew Gaglio, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 800 Westchester Ave N409, Rye Brook, NY 10573, 914.288.8800. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor.  Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirect wholly owned subsidiary of Guardian.  Strategies for Wealth and Integrity Advisors Pension Consultants are not affiliates or subsidiaries of PAS or Guardian.  Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
PAS is a member FINRA/SIPC. www.finra.org