Salvatore Gambino, John D. Fenimore

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Salvatore Gambino Senior VP of Investments Licensed Insurance Agent

John D. Fenimore
Senior VP of Investments
Licensed Insurance Agent

Mission Statement:

Our goal is to completely understand our client’s financial situation and goals by asking the correct questions. If a need is then discovered and a change is required, we will always act with integrity and in the best interests of our clients such that each of them would be proud and confident to recommend us to their friends and family.

Services Provided:

After meeting with each client we will develop a complete understanding of his or her investment experience, objectives and long term goals. Once this is understood we are able to provide personalized service based upon their current situation.

We have utilized many of the different investment tools and services listed below to help our clients achieve their financial and retirement goals:

Annuities	Municipal Bonds	Limited Partnerships
1035 Exchanges	Corporate Bonds	Secured Notes
Life Insurance	Government Bonds	Money Market
Long-Term Care Insurance	Mutual Funds	Education Savings
Health Care Insurance	Unit Investment Trust	IRA
Disability Insurance	Real Estate Investment Trust	401 (k)
Certificates of Deposit	1031 Exchange	403 (b)

Professional Qualifications:

In order to attain a working relationship with our clients it is important that they trust us and have confidence in our ability. We both began our professional careers as financial consultants over 10 years ago and hold FINRA General Securities Representative (series 7), Uniform Securities Agent State Law (series 63) and we are also Life, Accident & Health Insurance Licensed.

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

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Market Watch

February 09, 2012 @ 05:44 AM

Dow Jones Industrials	12,883.95	+ 5.75
Nasdaq Composite	2,915.86	+ 11.78
S&P 500	1,349.96	+ 2.91
10 Year Treasury Note	1.98	+ 0.01

[ Markets | Charts | Quotes | Portfolio ]

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Aegis Capital Corp. is a FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. Aegis Capital Corp. is a member of the Securities Investor Protection Corporation (SIPC).

Aegis Capital Corp professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local LIS Investments office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your investment professional. LIS Investments is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.