How does the advisor help clients – Key Takeaways:
Galligan Financial Advisors provides personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of experts works closely with clients to understand their unique needs and develop tailored strategies to help them reach their financial aspirations.
Here are some key takeaways of how Galligan Financial Advisors can help clients:
- Offers personalized and comprehensive financial planning services
- Provides investment management services to help clients reach their financial goals
- Works closely with clients to understand their unique needs and develop tailored strategies
Facts and Insights
Founded in 2004, Galligan Financial Advisors has been in the business of helping clients manage their wealth for over 15 years. Their team of experienced and knowledgeable advisors have helped numerous individuals, families, and businesses achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
As of 2020, Galligan Financial Advisors manages approximately $500 million in assets and has a team of 10 advisors. With over 15 years in the business, they have established themselves as a reputable financial firm in the industry.
Financial Services Offered
Galligan Financial Advisors offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Their team of financial experts are well-equipped to handle all aspects of their clients’ financial lives and provide them with comprehensive solutions to help them achieve their financial goals.
Client Types
Galligan Financial Advisors serves a diverse range of clients, including individuals, families, and businesses. Their expertise and experience allow them to work with clients of all ages and from all walks of life, helping each one of them navigate their unique financial challenges and achieve financial success.
Fees & Compensation
Galligan Financial Advisors has a transparent fee structure and operates as a fee-only firm. This means that their fees are solely based on a percentage of assets under management, with no hidden fees or commissions. They believe in providing their clients with unbiased advice and working in their best interests at all times.
Background
Galligan Financial Advisors was founded in 2004 by John Galligan, a seasoned financial expert with over 20 years of experience in the industry. Under his leadership, the firm has grown and expanded its services to cater to the diverse needs of its clients. The team at Galligan Financial Advisors is dedicated to providing exceptional financial guidance and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
Galligan Financial Advisors has a clean disciplinary record and has no disclosures to report. They are committed to maintaining the highest standards of ethics and professionalism in their business practices, ensuring that their clients receive the best possible financial advice and services.