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Empowering Financial Freedom, One Client at a Time.

At Galligan Financial Advisors, we are dedicated to helping individuals and families achieve their financial goals. With years of experience in the financial industry, our team of experts is committed to providing personalized guidance and exceptional service to our clients. Our mission is to help our clients make informed decisions about their financial futures, and to provide them with the tools and resources they need to achieve financial peace of mind.

Our Services

Our team of experts offers a range of services designed to help individuals and families achieve their financial goals. Whether you are just starting out in your career or nearing retirement, we can help you create a personalized financial plan that is tailored to your unique needs and goals.

Personal Financial Planning

Our personal financial planning services are designed to help individuals and families achieve their financial goals. Our team of experts will work with you to create a comprehensive financial plan that addresses your unique needs and goals. This plan will take into account your income, expenses, assets, and liabilities, and will provide you with a clear roadmap for achieving your financial goals.

Investment Advisory Services

Our investment advisory services are designed to help individuals and families grow their wealth over time. Our team of experts will work with you to create a customized investment plan that aligns with your financial goals and risk tolerance. We use a variety of investment strategies and products to help our clients achieve their financial goals.

Tax Preparation and Planning

At Galligan Financial Advisors, we believe that tax planning is an essential component of achieving financial peace of mind. Our team of experts has years of experience in tax preparation and planning, and can help you minimize your tax liability and maximize your savings. We offer a range of tax preparation and planning services, including individual and business tax preparation, tax planning, and tax consulting.

Retirement Planning

Our retirement planning services are designed to help individuals and families achieve their financial goals and secure their retirement. We will work with you to create a customized retirement plan that takes into account your income, expenses, assets, and liabilities. We will also help you explore your options for funding your retirement, including pension plans, Social Security, and other retirement income sources.

Estate Planning

At Galligan Financial Advisors, we believe that estate planning is an essential component of achieving financial peace of mind. Our team of experts will work with you to create a customized estate plan that addresses your unique needs and goals. We will help you create a will, establish trusts, and ensure that your assets are distributed according to your wishes.

Biographies

Our team of experts at Galligan Financial Advisors is committed to providing exceptional service and personalized guidance to our clients. Below, you can learn more about our team members and their areas of expertise.

Contact Us

If you have any questions or would like to learn more about our services, please do not hesitate to contact us. You can reach us by phone at (651) 456-5385, or by email at galligans@galliganfinancial.com. We look forward to hearing from you and helping you achieve your financial goals.

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