Emerald Connect

Our Commitment

Mary C. Galvin, CPA, CFS, RIS is a seasoned investment advisor representative who is deeply committed to guiding clients towards achieving their financial goals. With a personalized approach and comprehensive strategies, she empowers individuals and families to confidently navigate the complexities of financial planning.

Wealth Planning & Investment Management

• Customized portfolio management and asset allocation
• Comprehensive financial plans encompassing financial goals and risk tolerance
• Regular review and optimization of investments to adapt to market changes and client needs

Retirement Planning

• Comprehensive plans for maximizing retirement accounts
• Strategies for minimizing taxes and maximizing returns
• Guidance on annuity selection and investment options

Insurance Planning

• Comprehensive review of existing coverage and identification of potential gaps
• Customized recommendations for life, long-term care, and disability insurance
• Guidance on risk mitigation strategies and disaster planning

Financial Consulting

• Financial analysis and budgeting
• Debt management and consolidation
• Business succession planning
• Estate planning and wealth transfer strategies

Client-Focused Approach

At Mary C. Galvin, CPA, CFS, RIS, we believe in a client-centered approach to financial planning. We prioritize open communication, transparency, and personalized attention. We actively listen to your goals and concerns, working collaboratively with you to develop and implement solutions tailored to your unique circumstances.

Our Qualifications

• Certified Financial Planner (CFP) designation
• Certified Investment Advisor (CIA) designation
• Registered Investment Advisor (RIA)
• Member of the National Association of Personal Financial Advisors (NAPFA)

Our Philosophy

We believe in fostering long-term relationships with our clients by providing exceptional service, open communication, and personalized guidance every step of the way. We are committed to helping you navigate the financial landscape, achieve your financial goals, and secure your future.