No two people have the same exact financial needs. It's important to work with someone who understands your unique hopes and dreams. I value the trust and confidence that my clients place in me .
Our team will work with you to create customized financial solutions to fit your needs.
I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better! We specialize in helping you achieve your retirement, estate and charitable planning goals.
Variable Annuities: CA, FL, NC, NJ, NY, PASecurities License: CA, FL, GA, MA, MD, NC, NH, NJ, NY, PAVariable Life Insurance: FL, NC, NJ, NY, PA( CA License #0L71895)Fixed Annuities: FL, NC, NJ, NY, PA( CA License #0L71895)Life Insurance: FL, NC, NJ, NY, PA( CA License #0L71895)
Lee Gatta offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Lee Gatta offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690
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