We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term goals.
Daniel J. Galli & Associates does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
What is a complementary initial meeting like? Watch the video below.
This video is provided courtesy of Boston University to illustrate an initial financial planning meeting. The participants appearing as the couple are paid actors. The content should not be construed as investment advice or a recommendation to purchase or sell any security. Boston University is not affiliated with Dan Galli or Ameritas Investment Corp.
