Del Gallo Financial Services, LLC is a Registered Investment Advisor, CT. (U.S.A). Del Gallo Financial Services, LLC may be Registered as an Investment Advisor in other states in the U.S. and this information is available upon request. Portfolio Management, Financial Planning, Solicitor/Investment Management Services, Workplace Wellness Programs, Consulting, & Trust Referral Services, are offered through representatives of Del Gallo Financial Services LLC, a Registered Investment Advisor. Leonard J. Del Gallo Jr. is an investment advisor representative for Del Gallo Financial Services, LLC. Seek advice from a professional tax advisor and lawyer prior to finalizing any financial plan.  Please review the ADV Part II, Privacy notice, and disclosures of Del Gallo Financial Services LLC, these are available upon written request.  The material and information contained on the website delgallo.com can not be copied without the written permission and consent of Del Gallo Financial Services, LLC. Del Gallo Financial Services LLC is a licensed insurance agency in Connecticut (U.S.A). Del Gallo Financial Services LLC may be licensed as an insurance agency in other states in the U.S. and this information is available upon request. "Len Del Gallo Jr. is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care." Insurance License & Lines (Accident & Health or Sickness, Credit, Life, Travel). Additional Licenses & Certifications passed by Len Del Gallo Jr.- CFP® certification & MPAS certification, and Series 65. Len Del Gallo is an Adjunct Professor at the College for Financial Planning®, teaching a section of the Master's of Science Program. click link: https://certificates.cfp.net/77250809-dc27-4803-99e6-104dc4723b69 Leonard J. Del Gallo Jr., is a licensed Real Estate Broker Associate in Connecticut & Florida which is separate from activities at Del Gallo Financial Services, LLC. Del Gallo Financial Services, LLC and its Representatives do not provide tax and legal advice. Please consult your tax advisor, attorney for such guidance and prior to implementing any strategies.  Not all of the services listed on this site are available in every state in the United States.  A separate privacy disclosure notice is available for California residents, please contact DFS,LLC for more information. There may be broker dealers, custodians, 3rd parties and their affiliates, investment advisers, and others who may offer the same services for the same fees, lower fees, higher fees, or no fees. Please review all disclosures, agreements, and documents. The website of Del Gallo Financial Services, LLC at delgallo.com is registered and subject to copyright protection. Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site. Del Gallo Financial Services, LLC and Leonard J. Del Gallo Jr. make no representation as to the completeness or accuracy of information provided at these sites. Nor is Del Gallo Financial Services, LLC or Leonard J. Del Gallo Jr. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party website.