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Our Services

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

Financial Planning

"Our expertise can help set goals with strategies to achieve those goals"

Personal Investment Services

"Use our resources to discover the best options to allow 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 plans"

Retirement Plans for Self-Employed Individuals

"We can help individuals select and install the most effect plan for them"

"Save from $250 to $50,000 per year, fully tax deductible"

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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 that are not offered through AIC may be available through Daniel J. Galli or Daniel J. Galli & Associates

Licensed for insurance sales in (MA, RI, NH, WA).

Licensed for securities sales in (CA, CT, FL, MA, MD, ME, MI, MO, NC, NH, NY, OR, PA, RI, SC, TX, WA).

This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available.