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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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Enhanced Savings Program
3/16/2023

The Raymond James Bank Enhanced Savings Program is a strategic savings program that offers higher yields and FDIC deposit insurance than standard savings or checking accounts.

Markets & Investing
Parental leave policies leave parents wanting more
Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle
Read
Read
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Spend your retirement thriving
How to make your retirement rewarding and meaningful.
Retirement & Longevity
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Read
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
Read
Can you distinguish cash fact from cash fallacy?
Recent market activity and rising interest rates have investors thinking twice about cash. Here are some things to consider.
Markets & Investing
Watch Video
The delicate juncture of estate planning and substance abuse
Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving
Over time, markets have proved positive and resilient
When markets react, consider a broader historical perspective before changing your financial course.
Markets & Investing
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Webinar replay - Man vs. Machine
3/13/2023
Chief Investment Officer Larry Adam and other investment thought leaders discuss current economic and financial market developments.
Markets & Investing

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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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