Broker Check

Jacob Gaglio

Portrait

Jacob P. Gaglio

Contact Jacob

Jake has been in the financial services marketplace since 2013, however it is arguable that he has grown up around this world since he was a small child. Jake, alongside his older brother Joseph are the current third generation of a 65-year-old family practice. The practice specializes in the Qualified Plan Design Arena. Families evolve and in 2017 Jake and his brother decided to take the future of their arm of the practice in a more focused direction becoming a part of the Peerless Business Advisors family whose niche market is the business space.

Jake has refined his niche spending the majority of his time within the self-employed and closely held business markets. Jake has knowledge surrounding many diverse clients ranging from construction companies, attorneys, manufacturing businesses, real estate, doctors, and entertainment. It comes down to addressing a company’s tax liability and reducing their taxable footprint if possible, regardless of the nature of the business. Jake enjoys being given the opportunity to explain the nuances of pension and profit sharing plans. 

Jake believes in being humble and a people person who loves to make new relationships and counts himself privileged to have such a high-level conversation passed on through 65 years of experience in the field. He attended the Business School of Management at Marist College and majored in marketing. Jake looks forward to developing the family practice as a force to be reckoned with the Qualified Plan arena, to take it to the next level.

Jake loves to spend time with his family, go to church and spend some “downtime” with anything relating to the outdoors. His passions are hunting, fishing, boating, golf, snowboarding, hiking and landscaping. He currently resides in Pawling, just north of Westchester, NY.

Licenses:

Life and Health Licensed in: NY, NJ, FL, CT