Welcome to Daniel J. Galli & Associates
We are financial planners. We help people figure out where they are going and how they’ll get there. Our goal is to help them make that happen.
We are Certified Financial Planner™ practitioners who have been doing this for more than 30 years.
We believe in the value of financial education and literacy. We are committed to our profession through our ongoing participation in the Financial Planning Association of Massachusetts and the Certified Financial Planner Board of Standards.
As a small, independent firm, we focus all of our resources, education, and experience on helping our clients. Our clients’ success is our success.
How We Can Help
Just before Christmas 2019, Congress passed and the President signed a new law that makes some major changes to how we...Read More