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Jeffrey R. Gall

 

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12647 Alcosta Blvd., #165

San Ramon, CA 94583

(925) 937-6382

Team

Jeff and his staff work as a team to be most efficient and provide better customer service and enhanced benefits to clients. 

As a financial professional, Jeff can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

He also can answer your questions, including:

  • Can I retire early?
  • How should I be taking my income in retirement from my various retirement accounts?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life, disability, or long term care insurance for my family?
  • Can I gift to kids or grandkids, and if so, what is the most efficient way to do it? 

We've helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jeffrey R. Gall, advises business owners and other affluent clients in estate planning, business succession planning, investment and retirement planning (continues ...)

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Barbara joined Jeffrey Gall Wealth Advisors in October 2012 as an Administrative Assistant. Barbara began her career as a Sales Assistant for Dean Witter Reynolds in Palo Alto, CA after graduating from CSU Chico with a Bachelor of...

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