About Gateway Financial Group
Gateway Financial is a national independent insurance advisory firm founded in 1982. We specialize in consultative analysis and the strategic application of insurance products to solve the unique needs of ultra-high net worth private clients, business owners, national and international law firms, large and mid-size businesses, professional sports franchises, and Fortune 500 companies. Our team is committed to providing the highest level of professionalism, excellence, and integrity to everything we do.
Our individual insurance solutions serve a wide variety of needs. They help our private clients provide financial confidence for their families, fund wealth retention plans and business buy-sell agreements; or, simply diversify and bolster the rate of return on assets intended for heirs. Our business clients use individual insurance products to enhance the life and disability coverage of executives on a discriminatory basis and to fund supplemental executive retirement plans on a tax-favored basis.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Gateway Financial is independently owned and operated.
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
CA Insurance License #0M17931
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11-50 employees
View all Gateway Financial Group employees
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Insurance
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4 PPG Place, Suite 600, Pittsburgh, PA 15222, US
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1982
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Wealth Management, Executive Benefits, Asset Preservation, Employee Benefit Consulting
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Gateway Financial Group Alternatives
Frequently Asked Questions about Gateway Financial Group
Amy B Azzarello is the CEO of Gateway Financial Group.
The decision makers in Gateway Financial Group are David J Malone, David Malone, Dominick Dasaro, etc. Click to Find Gateway Financial Group decision makers emails.
Gateway Financial offers a wide range of insurance products tailored to meet the unique needs of our clients. Our offerings include life insurance, disability insurance, long-term care insurance, and various types of property and casualty insurance. We focus on consultative analysis to ensure that each product aligns with our clients' financial goals and risk management strategies.
At Gateway Financial, we provide comprehensive wealth management services that encompass investment strategy, asset allocation, and risk management. Our team conducts a thorough analysis of your financial situation and goals, allowing us to create a personalized plan that optimizes your investment portfolio while considering your risk tolerance and time horizon.
Our employee benefit consulting process begins with a detailed assessment of your organization's current benefits offerings and employee needs. We then analyze market trends and regulatory requirements to recommend tailored solutions that enhance employee satisfaction and retention while controlling costs. Our goal is to create a competitive benefits package that aligns with your company's objectives.
Yes, Gateway Financial specializes in executive benefits planning. We work with organizations to design and implement executive compensation packages that attract and retain top talent. Our services include the development of supplemental retirement plans, deferred compensation plans, and other benefits that provide financial security for executives while aligning with the company's overall compensation strategy.
Gateway Financial serves a diverse range of industries, including healthcare, manufacturing, technology, and finance. Our expertise allows us to tailor insurance and financial solutions that address the specific challenges and regulatory requirements of each industry, ensuring that our clients receive the most effective and compliant strategies.
Asset preservation is a key focus at Gateway Financial. We employ a strategic approach that includes risk assessment, insurance solutions, and investment strategies designed to protect your assets from unforeseen events. Our team works closely with clients to identify potential risks and develop a comprehensive plan that safeguards their wealth for future generations.
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