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Last Updated: Nov 23, 2024

Vincent J. Gallo & Associates, Inc.
Circular 230 Disclaimer

In conformity with U.S. Treasury Department Circular 230 the documents contained in this website and any tax advice contained herein is not intended to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code, nor may any such tax advice be used to promote, market or recommend to any person any transaction or matter that is the subject of these documents. The intended recipients of these documents are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of these documents


Information is provided by Vincent J Gallo & Associates, Inc. should be used for information purposes only and does not constitute tax or legal advice. You are advised to contact competent legal and tax counsel prior to initiating any planning or making any decisions.
 

Vincent J. Gallo & Associates, Inc.
Financial Services and Planning for the 21st Century

 

Our firm has provided financial planning and services throughout the Southeast since 1977. We currently enjoy the confidence of hundreds of clients in 11 states and several foreign countries. We invite your inquiry and would be delighted to provide references.
Our firm provides strategic financial planning and support to business owners, professionals and high net worth individuals. We employ a multi-disciplinary approach, integrating our input with that of other financial advisors and counsel. We focus on wealth accumulation, asset protection, family asset distribution strategy, business exit and succession planning, profit oriented employee benefits and innovative planning strategies incorporating sound tax principals.
As the financial industry attempts to provide multi-disciplinary solutions and "one-stop" shopping for corporations, top executives, and affluent families, our firm has become a necessary resource for those institutions and individuals who seek analysis of their most critical tax and risk reduction needs.
 
We offer in-depth product knowledge (without product bias), as well as the administrative support for the design, implementation and maintenance of the numerous advanced financial strategies implemented. Our services progress systematically from initial discovery and fact verification, to design, implementation, updating to meet and/or anticipate legislative and regulatory changes through annual review of our recommendations.

Our focus is to provide the highest quality of client satisfaction. Our process involves listening to your concerns, benchmarking your current status, making recommendations that are appropriate and evaluating the tax and financial changes that impact your revised planning. Open and frequent communication is the hallmark of our client relationships. Please call us toll free at 800-849-5762 for a no obligation initial meeting.

 
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