Galligan Financial Advisors

At Galligan Financial Advisors, we understand the complexity and importance of creating a comprehensive financial plan that meets your unique needs and goals. With over 20 years of experience, our team of experts is dedicated to providing personalized financial planning, investment advisory services, and tax preparation to individuals and families.

Our Services

We offer a wide range of services, carefully designed to address the diverse financial needs of our clients. Our services include:

Personal Financial Planning

Our team of certified financial planners will work closely with you to create a tailored financial plan that addresses your unique goals, risk tolerance, and investment objectives. Our planning services include:

• Goal-based financial planning
• Retirement planning
• Estate planning
• Divorce/partnership planning

Investment Advisory Services

We offer a range of investment options, including asset management, investment advice, and portfolio management. Our team will work with you to understand your investment goals and create a customized investment strategy that aligns with your risk tolerance and financial goals.

Tax Preparation and Planning

Our team of certified public accountants and financial planners are dedicated to helping you minimize your tax liability and optimize your financial well-being. Our tax services include:

• Tax preparation and planning
• Tax planning and strategy
• Tax compliance and audit representation

Why Choose Us

At Galligan Financial Advisors, we pride ourselves on our commitment to exceptional service, personalized attention, and a dedication to helping our clients achieve their financial goals. Our team is comprised of experienced professionals who are passionate about delivering outstanding results.

Getting Started

If you're looking for a trusted financial partner to help you navigate the complexities of financial planning, investment management, and tax preparation, we invite you to contact us. Our goal is to understand your unique needs and create a personalized plan that aligns with your financial goals and aspirations.