John J. Asta, Jr. of Gateway Financial Partners

John J. Asta, Jr. of Gateway Financial Partners Serving the financial needs of professionals, business owners and their families for 17 years.

05/19/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/15/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/14/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Your insurance needs don’t stay the same when the nest empties, but what changes?
05/13/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/12/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
05/08/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
05/07/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Address

100 W Lawrence Street, Unit 304
Appleton, WI
54911

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Website

http://www.sipc.org/, http://www.finra.org/

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