


Gateway Investments
Financial Services • Garden City, New York, United States • 11-20 Employees
Company overview
| Headquarters | Garden City, New York, United States |
| Phone number | +15162401799 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Wealth Management, Annuities, Retirement Planning, Insurance, Financial Planning, Estate Planning |
| Founded | 2004 |
| Employees | 11-20 |
| Socials |
Key Contact at Gateway Investments
Lauren Casagrande
Financial Advisor, Director Of Operations
Gateway Investments Email Formats
Gateway Investments uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@gatewayinv.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@gatewayinv.com | 57.1% |
{first name} | john@gatewayinv.com | 28.6% |
{last name}{last name} | doedoe@gatewayinv.com | 14.3% |
About Gateway Investments
Gateway Investments, LLC, is a full service firm dedicated to assisting clients attain their financial goals through professional and comprehensive investment planning. We work with our clients to see the big picture – long-term financial stability and independence. By implementing strategies within a broad financial range, we aim to provide our clients the customized vision that will grow and preserve each client’s nest egg. At Gateway Investments, our most important product is integrity, and the foundation of our company is trust. We commit ourselves every day to provide clients with excellent service and deliver objective, independent and personalized financial advice. Our advisors are invested in what matters most – your financial security and independence so you can have the best years of your life. Our advisors invest time to gain your trust by meeting with you face-to face to understand your specific needs and risk tolerance. We then utilize our top-of-the-line resources as well as the knowledge of other experienced advisors in our office to develop a customized roadmap for you, our client, to reach your specific goals. Your success is our success, not the other way around. Gateway Investments, LLC | Your Future - Our Focus. 390 Old Country Road, 2nd Floor, Garden City, NY 11530 IMPORTANT DISCLOSURES: www.gatewayinv.com/Custom.aspx?apId=91113 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Gateway Investments revenue & valuation
| Annual revenue | $4,577,237 |
| Revenue per employee | $270,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $14,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Gateway Investments has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Gateway Investments has never raised funding before.
Gateway Investments Tech Stack
Discover the technologies and tools that power Gateway Investments's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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