As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
For the business owner, you know the importance of developing a strategy and seeing it through. I understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and your business team is a process I take seriously. Working closely with you and your accountant, I can help determine the most appropriate financial strategy for you and your business.
My solutions-based approach is to a) understand what's important to you, b) use an established process to build personalized strategies to help you achieve your goals, and c) partner together throughout your life to help keep you on track
I became a Financial Advisor with Edward Jones in 2005. My office is located at 205 Marycroft Avenue in Woodbridge. I am a Limited Partner with Edward Jones.
My wife is Frances and we have two adult children. We have been part of the Woodbridge community since 1992.
At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
I can help provide the answers to your questions so you can make informed, financially sound decisions. Please feel free to contact me to discuss your personal situation and options.
- Wealth Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Business Owner Considerations
My Personal Interests
Phone NumberRobert Gaglia at (905) 264-1334
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
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|Fri||By Appointment Only|