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Brian Lombardo, CFP®, CPA

Financial Products & Services


At Gateway Financial Advisors we have the flexibility to help you with the areas that are important to you.  With Financial Planning & Advising, one size does not fit all, so after an initial consultation, we will tailor our services to best address your needs.

Financial Planning Services

  • Retirement Planning
  • Education Planning
  • Cash Flow & Budgeting
  • Tax Planning
  • Insurance Planning
  • Estate Planning

 
Investment Management Solutions

  • Retirement Accounts (IRA, ROTH, SEP)
  • Education Accounts (529, Coverdell)
  • Mutual Funds
  • Managed Separate Accounts
  • Fee Based Asset Management
  • Real Estate Investments
  • Unit Investment Trusts

Insurance Planning Solutions

  • Life Insurance (Term, Permanent)
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance

Business Planning Solutions

  • Comprehensive Financial Modeling
  • Business Plan Advice
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance
  • Deferred Compensation Strategies

Employee Benefit Products

  • Pension, Profit Sharing and 401(k) Plans
  • ESOP Plans
  • Group Health & Dental Insurance
  • Group Life & Disability Insurance

 

 

 

 

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.  Gateway Financial Advisors San Jose Branch is located at 2570 N 1st St, Ste 200 San Jose CA 95131.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Photo by Dustin Ma.

PLEASE NOTE:  When accessing any links to outside websites, this information being provided is strictly as a courtesy.  When you access the link, you are leaving our website and assume total responsibility for your use of the website you are linking to.  We make no representations as to the completeness or accuracy of information provided at this website.  Also, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through such website.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, IL, MA, NY, OH and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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