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Dedicated to Your Success

Dedicated to Your Success

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

Who We Serve

Helping investors from every background

Retirement

Retirement

Get a plan, and stick to it!

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Joseph Garagozzo

Financial Advisor

Business Phone: 856.547.5880

Fax: 856.547.5883

Email: garagozzoj@ceteranetworks.com


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Plans That Evolve With You

Plans That Evolve With You

At Gara Wealth Management LLC, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.


Working together, we’ll develop a financial plan to guide your decisions to pursue your desired destinations, both short-term and long-term. Our professional and insightful guidance can enable you to be well informed and confident of your financial plans, no matter where you are in your life journey.

Who We Are

Your Financial Advocate

After gaining a full understanding of your goals and values, we craft solutions designed to help you live the life you’ve always imagined. Whether you’re an individual investor or business owner, our custom-made strategies are designed to grow and protect your wealth while providing a foundation for tomorrow.

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Trust

We have a history of building trusted relationships that span generations.

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Integrity

Our firm was built on a strong foundation of family integrity spanning several decades of financial service originating with Joseph Garagozzo's father's CPA practice which started in the 1960s.

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Estate Strategy

Plan for every phase of life

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Your Money. Our Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a trusted source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them.

As Simple As 1, 2, 3

STEP

1

Let’s get to know each other

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Let’s make a plan

We strive to provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Let’s stick to the plan

Life is always changing, and so are you. We’ll be by your side through every twist and turn.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Make an Appointment

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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