Helping to Plan and Manage Your Financial Future

Our Services

We provide a wide array of financial services to help you manage and plan your personal and business related finances.

Financial Planning

"Our experience can help create strategies to achieve your goals"

Personal Investment Services

"Our resources can help you develop effective options to provide potential for your money to grow"

Insurance Products

"Providing products from many of the country's leading insurance carriers"

Employer Retirement Plans

Retirement Plans for Companies and Groups

"We help select and install all qualified and tax advantaged plans"

Retirement Plans for Self-Employed Individuals

"We can help individuals select and install an effective plan for them"

"Save from $250 to $59,000 per year, fully tax deductible"

Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Daniel J. Galli & Associates are not affiliated.  Additional products and services may be available through Daniel J. Galli or Daniel J. Galli & Associates that are not offered through AIC.

Securities products are limited to residents of CA, CT, FL, GA, IN, MA, MD, ME, MI, MO, NH, NJ, NY, OR, PA, RI, TX, VA, VT and WA

Licensed for insurance sales in MA, RI, NH, WA, and FL.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Daniel J. Galli & Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.

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