PROFESSIONAL SERVICES
GunnAllen Financial
Member NASD/SIPC

2137 Rt. 35
Holmdel, NJ 07733
Phone: (732) 203-0210
Toll-Free: (866) 860-2100
Fax: (732) 203-0527
FREEDOM - More Of The Life You Want To Live
Senior Vice President of
Investments 		Steve Gross

Years of
Experience

Over 25 years experience

Business
Hours

8:30 - 5:30
Monday - Friday
Description of Services
Providing financial products & services including:
 
Estate Planning Strategies Retirement Planning
Investment Consulting Strategies Tax Strategies
Wealth Management Services Insurance Strategies
Lump Sum Distribution Annuities
College Planning Strategies 401(k), 403(b), IRA’s

Specialty

Through my consultative process, we can:
Gain an understanding of your unique situation, goals, and tolerance for risk. 
Provide customized strategies & solutions designed to help pursue your investment needs. 
Work closely with you to implement these recommendations. 
Adjust these strategies as needed, to work toward your changing needs, or to adapt to economic conditions. 
Special Offer

Complimentary review of your portfolio when you say, "givemeservice.com"

Website www.gunnallen.com
Email  
sgross@gunnallen.com