Gargano Financial Group Inc - Mint Hill, North Carolina

Sabrina W.

As an Estate Planning attorney it is important to me that my 55 and over clients have the best team in place. Paul has been an incredible asset to my firm as well as my clients. He listens to his clients needs and offers ideas based on what the client's needs and concerns are. His attention to detail and personal service is outstanding. What he also does is educates his clients on options and choices available to them so that they are making the best decisions for their personal needs. "What if you live" is super important to consider.

chris S.

I met Paul through a business referral group. At the age of 34, I invested with Paul after a thorough discussion of the various factors to be considered. Paul recommended two variable annuity products. I have been addressing the consequences of Paul's recommendations for 7 years and counting. Several reputable financial planners have reviewed Paul's work, all with the same conclusion: he got a quick / easy fee and made a terrible recommendation for his client.

I would not recommend anyone utilize Paul's services, regardless of the scenario. First, the core strategy he recommended has been absolutely destroyed by every single individual I've consulted since 2012. I've yet to find a single financial planner to identify any possible reason for Paul's strategy, aside from an easy / quick commission. Second, I had very little interaction with Paul after starting my investment. This logically correlates with the conclusions previously noted.

This was a regrettable experience, and a difficult lesson. Unfortunately, there is not an equivalent of malpractice insurance to apply to such a scenario. Perhaps my review will help someone from making such a mistake.

A T.

Paul is tremendous! I needed some advice for my parents and grandparents coming into retirement and entering the age of assisted living. Paul knows all the ins and outs and is very considerate and thoughtful. Most folks haven't prepared for the late term crises that can rock a family's world. Talk to Paul and get him to get your financial future on the right track.

marianne L.

I have known Paul for probably 14-15 years now and have always had a great respect for him. He is very trustworthy, knowledgeable and always easily accessible. I would highly recommend him to anyone looking for a Certified Financial Planner.

Robert D.

You need to plan for your future and Paul Gargano is amazing. His professional expertise and knowledge helped us increase our income by simply letting Paul do the work. I very highly recommended you take the time and meet with Paul. You will be amazed how beautiful your future can be with a secure retirement. Thanks Paul.

Leigh A. H.

Paul is very trustworthy, knowledgeable and easily accessible. I highly recommend !