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Effective URL: https://www.northwesternmutual.com/financial/advisor/len-gargagliano/
Submission: On September 19 via api from US — Scanned from DE
Effective URL: https://www.northwesternmutual.com/financial/advisor/len-gargagliano/
Submission: On September 19 via api from US — Scanned from DE
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Skip to main content UTILITY NAVIGATION * Log in Let's connect POINTER WEALTH LEONARD J GARGAGLIANO FINANCIAL ADVISOR|CLU®, CHFC® 214-525-1079 5950 Berkshire Ln Ste 500, Dallas, TX 75225 Follow: HomeAbout MeMy TeamPlanningProducts & ServicesResources HELPING YOU LIVE YOUR BEST LIFE. Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. My mission is to help each of my clients to first define what financial security means to them. I will help you create a personalized holistic financial plan that has a firm foundation in your beliefs, mitigate risks, and addresses your hopes for the future. But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. However, it is generally built upon the foundation of three main components: managing risk, accumulating wealth, and preserving and distributing that wealth. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings. My team and I run a client centric practice, you'll always know that helping you is a priority for us. THE THREE STEP PROCESS Risk Management: Protecting the things you value and could least afford to lose; it's your foundation for all planning. As the foundation of the pyramid, the Risk Management stage is where lifetime financial security begins. Each person’s Financial Pyramid is only as strong as its foundation. Wealth Accumulation: Planning to achieve your financial goals including education for your children, the lifestyle you choose and your retirement dreams. Expert guidance can help you build your overall portfolio. We also believe in the value asset allocation, the foundation of a diversified investment program. And finally, we believe in the value of investment fundamentals; the basic principles such as getting an early start, investing regularly, and using dollar-cost averaging to help reduce market risk. Wealth Preservation and Distribution: Evaluating your situation, the income you need for your retirement lifestyle, and the optimal way to pass along a legacy to your heirs. Make the most of your assets. Your plan may gradually reduce investment risk exposure to preserve assets while also generating enough retirement income to support your standard of living for as long as you live. THE NORTHWESTERN MUTUAL DIFFERENCE NO. 1 Best Life Insurance Company for consumer experience, 20231 TOP 5 We're one of the Top U.S. Independent Investment Broker-Dealers.2 $7.3B In dividends expected to be paid to policyowners in 2024.3 A++ AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4 BOOST YOUR FINANCIAL KNOWLEDGE. article WHAT CAN MILLIONAIRES TEACH US ABOUT FINANCIAL PLANNING? Learn more article WHAT IS FINAL EXPENSE INSURANCE? Learn more article HOW TO CHOOSE A WEALTH MANAGER Learn more LEONARD J GARGAGLIANO, FINANCIAL ADVISOR - DALLAS, TX 75225 FOOTER READY TO WORK TOGETHER? Let's connect Back to top 1©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved. 2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 revenue. Sources: Financial Advisor and InvestmentNews, May 2023, Financial Planning, May 2023. 3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits. 4Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company. LEONARD J GARGAGLIANO FINANCIAL ADVISOR CLU®, CHFC® Let's connect * HOME * ABOUT ME * MY TEAM * PLANNING * PRODUCTS & SERVICES * RESOURCES * CONTACT ME * Client log in 214-525-1079 5950 Berkshire Ln Ste 500, Dallas, TX 75225 Download our app for fast, easy, and secure access to your accounts and more—anytime, anywhere. * * To learn more about our products and services, visit NorthwesternMutual.com. To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck. Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services. Apple and the Apple logo are trademarks of Apple Inc Google Play and the Google Play logo are trademarks of Google, Inc Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Do Not Sell or Share My Personal InformationSecurities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists. © 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Leonard J Gargagliano uses Pointer Wealth as a marketing name for doing business as a representative of Northwestern Mutual. Pointer Wealth is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Leonard J Gargagliano is an Insurance Agent of NM. Leonard J Gargagliano is an Agent of NLTC. Investment brokerage services provided by Leonard J Gargagliano as a Registered Representative of NMIS. Investment advisory services provided by Leonard J Gargagliano as an Advisor of NMWMC. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Leonard J Gargagliano is primarily licensed in TX and may be licensed in other states. Leonard J Gargagliano CA License: 0B16185 NOTICE, CONSENT AND RIGHT TO OPT OUT We use cookies on our site to enhance navigation, analyze user behavior, personalize features, and place our ads. You may accept or opt out of marketing cookies that share information for our advertising purposes. By using our website, you consent to collection and use of cookies to enhance navigation, analyze user behavior, and personalize features. 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