Joseph Gambino
Financial Professional at Equitable Advisors
- Role
- Financial Professional at Equitable Advisors
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joseph Gambino
My goal is to become my clients primary financial resource delivering sound investment…
Experience
Financial Professional
Jan 2020 — Present · Buffalo, NY, US
Equitable Advisors in the new brand name for AXA Advisors, LLC. We take a team-based approach to create comprehensive financial plans for our clients, helping them achieve their financial goals while addressing their financial concerns.
Skills
- Pension Distribution Planning
- Retirement Planning
- 401k or 403b Services
- 403bs
- Mutual Funds
- Risk Management
- Asset Allocation Strategies
- Iras
- Ira Rollover Strategies
- Wealth Management
- 529 Plans
- Education Planning Strategies
- Retirement Planning Specialist – Qualified
- Estate Planning Strategies
- 401(K) Rollover Strategies
- 401k Distribution Planning
- 401ks
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