Broker Check
Matthew Gaglio

Matthew Gaglio

Integrity Advisors Pension Consultants, Inc.


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.

 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.