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Press

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Co-founder Gregory A. Gallo featured on FOX BUSINESS:

Aug. 24, 2012
Gregory Gallo says planning a successful event requires you to think outside the box.

Click here to watch Gregory Gallo's Interview

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A Plan to Help a Sagging Business with Family Money

Nov. 20, 2013
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A middle-aged client who died unexpectedly in 2011 left his three children a trust worth nearly $12 million and left his eldest the business he had started five years earlier.

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Why Clients Fire Financial Advisors

July 12, 2013
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The Top Reasons Investors Fire Their Financial Advisors
Covestor.com offers a list of primary "deal breakers" that cause investors to pull the plug on their advisors:
  1. Performance: Clients are sick and tired of paying high fees for lousy performance and they aren't going to take it anymore.
  2. Lack of Attention from Advisors: They don't call, they don't write, they pretty much evaporate when the Dow is down.

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Worth magazine cover story titled “Forecast 2014”.

Co-founder Gregory A. Gallo was recently featured in a Worth magazine cover story titled “Forecast 2014”.

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