Estate Taxes | www.sanjosefinancialadvisors.com

top of page

Home
About Us
Our Mission Statement
The Team
Brian Lombardo
David McCaman
Robert Soerens
Our Services
Our Location
Our Mission Statement
The Team
Brian Lombardo
David McCaman
Robert Soerens
Our Services
Our Location
Resources
Blog
Articles
Calculators
Newsletters
Glossary
Tax Library
Videos
Blog
Articles
Calculators
Newsletters
Glossary
Tax Library
Videos
Contact Us

Gateway Financial Advisors

connect
Address:
2570 North First Street,
Suite 200,
San Jose, CA 95131
Phone:
Brian Lombardo 408-728-4328Dave McCaman 408-202-1481Robert Soerens 608-217-5907
E-mail:
blombardo@gfainvestments.com, davem@gfainvestments.com, robs@gfainvestments.com
connect

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisors Representative, 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 Street, Suite 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.

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, FL, IL, IN, LA, MA, MD, NY, NC, OH, OR, TN, TX, UT, WA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Home
About Us
Resources
Contact Us

bottom of page

Address:

Phone:

E-mail: