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Toms River, New Jersey 08753

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Sit, Stay, Rollover: A Guide to IRA Rollovers 16 Wall Street Cliches in 60 Seconds The Real Cost of a Vacation Home Keeping Up with the Joneses
The first part of Tax Season 2015 has come to a close. We are now following up with those who needed extra time as well as scheduling those who needed more time to review their financial future.  Please call our office to schedule that after tax season financial check up. If you have filed your return, you can click on the links to the right to track the status of your file.  We remind you that our firm has proudly served the Jersey Shore and its surrounding areas for over 40 years. Lou Gallipoli, Sr. built the firm based on trust and integrity. Our firm specializes in wealth management, tax planning and income & estate tax preparation. To keep up with the ever changing economic and tax landscape, you can follow us on Twitter @gallipoliwealth or "like us" on our Gallipoli Wealth Management Facebook page. We hope you see the value in working with us to pursue your financial goals.
 

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