Information relating to securities is intended for use by individuals
residing in:

            OH, KY, IN, FL, CO, IL,

Securities and Advisory Services offered through LPL Financial,
 a Registered Investment Advisor, member FINRA and SIPC 

Jack Gambetta, CFP®, investment services offers personalized service to each and every one of its clients. Experience  has taught us that there is no "one size fits all" when it comes to  individuals and their finances. We recognize that every one of our  clients is unique and therefore requires his or her own tailor-made plan to help pursue their goals. Together, we create a plan designed to meet individual time horizons and risk tolerance levels, and then monitor it regularly to make sure we are on track.

Because we realize different clients have different needs, goals, and favored pricing plans, we offer both fee-based and traditional  commission-per-transaction plans. Our clients choose based on their  personal preferences.

Some of our offerings include:

• Investments, Stocks, Bonds, Mutual Funds
• IRAs - Traditional, Roth, Education, Rollovers
• Profit Sharing Plans, 401(k), 403(b)
• Simplified Employee Pension (SEP)
• Simple IRAs
• Uniform Gift to Minors (UGMA/UTMA)
• College Funding, 529 Plans
• Retirement Income Plans
• Estate Planning, Tax Planning
• Annuities, fixed and variable
• Life Insurance and Disability Insurance
• Long Term Care Insurance, Health Insurance

Fee-based services offered through LPL Financial

P.O. Box 100
One Kent Circle
Terrace Park, OH 45174

Phone: 513-248-9401
Fax: 513-248-9401

Jack.Gambetta@LPL.com

Your needs are our priority. Providing competitive financial services is very important to delivering the expertise needed to preserve your  personal and business interests. Working with a variety of companies  offering access to a diverse range of competitive financial products is  an important part of our financial planning services. Complete Financial Planning programs are designed to solve complex estate building issues. The key is the ability to access the products and services of  competitive companies to quickly match your specific financial and  estate planning needs. We are independent consultants; we work for you.

Jack Gambetta, CFP®
513-248-9401

*Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member of  FINRA & SIPC

The LPL Financial representative associated with this site may only discuss and/or transact securities business with residents of the following states: OH, KY, IN, FL, CO, IL

Jack Gambetta, CFP®      513-248-9401