Broker Check

office: (321) 242-8200

Investment Management Professionals

Providing Unbiased Advice and Exceptional Client Service

Providing Unbiased Advice and Exceptional Client Service

Did you take a Corona Virus Distribution?

Did you take a Corona Virus Distribution?

While Form 1099-R provides valuable information, it does not paint a full picture.  IRA owners need to recognize that some transactions will not appear on the 1099-R. , and that form cangive an incomplete accounting of the full tax consequences of taking an IRA distribution.

Read the article

What We Do

Let's Get Started

Let's Get Started

Watch Video
Investment Management

Investment Management

Learn more
Retirement Planning

Retirement Planning

Learn more
Wealth Management

Wealth Management

Learn more

Divorce Planning

Divorce Planning

Watch Video
Divorce Assistance

Divorce Assistance

Learn more
<p>Budgeting After a Divorce</p>

Budgeting After a Divorce

Learn More
<p>A House Divided</p>

A House Divided

Learn More

Contact Gallo & Russell

Thank you! Oops!