*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
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best to help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2012, based on total revenues.
Jack Gambetta, CFP®, is an independent General Practitioner of wealth planning offering a full array of financial services. These services are focused on asset accumulation and wealth building, and specializing in retirement planning (profit sharing distribution and investment) with retirement income planning.
Jack Gambetta, CFP® History and Philosophy: Following ten years of international corporate business development in Europe and the Middle East for manufacturing and sales, in 1982 Mr. Gambetta entered the field of financial planning as a general practitioner/broker, providing stocks, bonds, mutual funds, partnerships and insurance products such as Annuities, life, disability, medical and long term care insurance. He is a licensed CFP, a general securities principal, a licensed life underwriter, a graduate of University of Cincinnati College of Business Administration, (BBA), a graduate of the college for Financial Planning, a past president of the Miami Valley Society of CFP (ICFP) and has served on the board of directors of the Cincinnati chapter of the International Association for Financial Planning, (IAFP)and the Financial Planning Association (FPA).
When You Are Planning Your Financial Future. Providing comprehensive financial services is very important to delivering the expertise you need to preserve your personal and business interests. Working with a variety of companies a diverse range of competitive financial products is made available for your personal financial planning. Complete Financial Planning programs are designed to solve complex estate and estate building issues. The key is the ability to access the products and services of competitive companies to quickly match your specific estate planning needs.
Areas of experience include:
Fee-based services offered through LPL Financial
Jack Gambetta, CFP® 513-248-9401
6 South CR 625E
Milan, IN 47031-9130
Fax: (812) 654-2006
Jack Gambetta, CFP®