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.