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  • 2575 Northbrooke Plaza Drive Suite 205 Naples,, FL 34119
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  • Gallegos Wealth Management
    27299 Riverview Center Blvd Suite 100 Bonita Springs, FL 34134 T: 239.422.2500
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Focus on philanthropy this Fall
Review key market dates and timely financial planning tasks.
Estate & Giving
What time is the right time for retirement?
Age may just be a number, but when it comes to retirement, it matters.
Retirement & Longevity
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Don't give in to inflation panic
Dealing with inflation and a bear market as you near retirement.
Markets & Investing
Assembling your wealth planning team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision.
Retirement & Longevity
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Read
Long-term care insurance can support your future flexibility
Asset-based long-term care may be a worthwhile addition to your financial plan.
Retirement & Longevity
View
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
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Why work with a financial advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Rising rates, inflation and your pension plan options
Deciding on annuitized payments versus a lump sum takes some tricky math.
Retirement & Longevity

what can we do for you?

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Gallegos Wealth Management logoGallegos Wealth Management logo
  • Gallegos Wealth Management
  • 2575 Northbrooke Plaza Drive Suite 205 Naples,, FL 34119
  • Map & Directions
  • Map & Directions
  • Gallegos Wealth Management
  • 27299 Riverview Center Blvd Suite 100 Bonita Springs, FL 34134
  • T: 239.422.2500
  • Map & Directions
  • Map & Directions

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Gallegos Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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