Vincent J Gallo & Associates, Inc. Employee Directory
Financial ServicesNorth Carolina, United States2-10 Employees
Vincent J Gallo & Associates, Inc. is a small financial planning firm based in Winston-Salem, North Carolina, serving clients across the Southeast since 1977. The firm provides strategic financial planning and support to business owners, professionals, and high-net-worth individuals, employing a multidisciplinary approach that integrates input from other financial advisors and counsel. Its emphasis is on achieving high-quality client satisfaction by listening to concerns, benchmarking current status, and making appropriate recommendations while evaluating tax and financial changes that affect revised plans. Open and frequent communication underpins its client relationships, and the firm offers a no-obligation initial meeting by calling toll-free 800-849-5762.