Broker Check
Jeffrey R. Gall

 

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12647 Alcosta Blvd., #165

San Ramon, CA 94583

(925) 937-6382

Products & Services

We provide assistance in the following areas:

Investments

  • Mutual Funds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • 529 College Savings Plans
  • SIMPLE IRA
  • Brokerage Accounts
  • Treasury Bills and Notes 
  • Government Securities
  • Bonds
  • Variable Annuities

Financial Planning

  • Retirement Accumulation Planning
  • Retirement Income Distribution Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Planning
  • Estate Planning
  • Asset Allocation Planning
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance