Helping to avoid common tax and compliance traps so that your business can run profitably. Using the tax code to maximize your charitable deductions for you and the beneficiaries of your donations. Developing a strategic plan to help you educate your children and grandchildren, retire on time and ultimately reach your long-term financial goals.
Services
At Gallagher Financial Services, our primary focus is protecting what matters most to you. Our commitment to excellence is strengthened by over three decades of experience in our field and the high level of value that we place in our clients. The result is a unique approach to creating custom strategies and solutions for helping you pursue your long term investment goals.
Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why, at Gallagher Financial, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Composed of five dedicated, full time associates each possessing a unique knowledge blend specific to Investments, Income Tax Strategies, Health Insurance and Life Insurance. At Gallagher Financial, our team is able to dig deeper into your current financial situation in order to help you build a more efficient long term financial plan.
We welcome you to connect with any of our Gallagher Financial team members at any time. We look forward to answering any questions you may have about your current financial situation or how Gallagher Financial Services can best service you. Note: There is parking on the front of the building, on 7th Ave, with stair access or in the back along Charles St. with elevator and stair access.
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