Financial planning can be an overwhelming process for many people. With Galligan Financial, you will have the peace of mind that comes with knowing your financial advisor is looking out for your best interest and is carefully monitoring your financial program. Galligan Financial has been serving clients for over 20 years. Staff qualifications include Certified Public Accountant (CPA), Certified Financial Planner (CFP), Registered Investment Advisor (RIA), and Licensed Attorney.
Galligan Financial Advisors will set into motion a personalized financial plan that will optimize your investments and manage your estate, retirement and tax plans all under one roof. Planning can be comprehensive covering multiple subject areas, or piecemeal - such as responding to tax related questions or reviewing when to take social security.
Galligan Financial Advisors will set into motion a personalized financial plan that will optimize your investments and manage your estate, retirement and tax plans all under one roof. Planning can be comprehensive covering multiple subject areas, or piecemeal - such as responding to tax related questions or reviewing when to take social security.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Galligan Financial Advisors provides a broad array of comprehensive financial planning services that include "fee-only" investment advisory, tax planning and preparation, retirement and estate planning, insurance, college/education planning, and divorce/prenuptial/partnership planning.
We have a small and highly qualified staff of professionals who are cross-trained in different personal financial planning disciplines and work together to provide personalized financial planning for individuals, families and small businesses.
We have a small and highly qualified staff of professionals who are cross-trained in different personal financial planning disciplines and work together to provide personalized financial planning for individuals, families and small businesses.
Comprehensive Personal Financial Planning is available for individuals who desire help in several of the listed planning areas.
Focused subject areas are available for individuals who need help in certain areas.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Galligan Financial Advisors operates as a "Fee Only" Investment Advisory Firm and have a formal Registered Investment Advisor relationship with Charles Schwab.
Focused subject areas are available for individuals who need help in certain areas.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Galligan Financial Advisors operates as a "Fee Only" Investment Advisory Firm and have a formal Registered Investment Advisor relationship with Charles Schwab.
Stephen C. Galligan is a Certified Public Accountant, a Certified Financial Planner, and a Registered Investment Advisor with more than 20 years of experience.
He is recognized as a Personal Financial Specialist by the American Institute of Certified Public Accountants.
Steve has an MBA in Finance & Accounting and a Master of Science in Applied Math & Physics from Indiana University.
Stephen Galligan is an active member of NAPFA, the National Association of Personal Financial Advisors, and operates as a fee-only planner.
He is recognized as a Personal Financial Specialist by the American Institute of Certified Public Accountants.
Steve has an MBA in Finance & Accounting and a Master of Science in Applied Math & Physics from Indiana University.
Stephen Galligan is an active member of NAPFA, the National Association of Personal Financial Advisors, and operates as a fee-only planner.
Financial planning is an ongoing process of creating, implementing, and updating the means for individuals to get from where they are now, financially, to where they want to be.
Since everyone has unique financial needs, we take the time to get to know each of our clients and understand their financial goals.
Ongoing communication is encouraged so that changing financial conditions can be addressed in a timely manner.
As an exclusive independent financial planning firm, we get to know each of our clients personally and work to provide a non-threatening atmosphere where clients actively solicit our financial advice.
Since everyone has unique financial needs, we take the time to get to know each of our clients and understand their financial goals.
Ongoing communication is encouraged so that changing financial conditions can be addressed in a timely manner.
As an exclusive independent financial planning firm, we get to know each of our clients personally and work to provide a non-threatening atmosphere where clients actively solicit our financial advice.
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