Alex Gallego

Alex Gallego

Gallego Financial Group

 

 

 

Gallego Financial Group at Stifel Nicolaus 

Thank you for visiting our web site. If you are a Gallego Financial Group client, we thank you for your trust and support. We look forward to continuing our relationship and continuing to help reach for your financial goals and objectives.

If you are just visiting, please take some time to explore our site. We would love to talk with you about your financial goals and objectives and build a plan to help pursue them.

 

 

New Section - Market Insight and News

Updated Sections - Our Calender

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →