Daniel J. Galli, CFP^®

Principal

Daniel J. Galli & Associates

101 Longwater Cir, Suite 203
Norwell, MA 02061

FINANCIAL ADVISOR'S WEBSITE

www.djgalli.com

(781) 878-2322 CONNECT WITH Daniel

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We offer various compensation options to help meet our client's interests. This includes fee based financial planning, either one-time or on-going.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$100,000

My Links

Website

General

Daniel Galli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Daniel J. Galli & Associates in Norwell, MA and the surrounding communities.

Financial Advisor Overview

Daniel J. Galli & Associates provides financial planning services. Our main mission is to help individuals define the answers to three important questions regarding their financial goals:

1. Where Am I?

2. Where Am I Going?

3. How Will I Get There?

Our core competencies lie in Retirement Planning and Asset Management. We also help our clients maximize their ability to save pre-tax dollars for education funding. We help design, implement, and monitor accounts that provide the potential to achieve targeted returns.

Please visit our website to review a complete listing of our Services, our Investment Philosophy, our Investment Process, our Associates, and many other aspects of our practice.

Financial Advisor Experience

Dan Galli is a Certified Financial Planner practitioner with thirty-five years of experience in the financial services industry. He is the Principal of Daniel J. Galli & Associates and a Guest Lecturer at Boston University. Dan is a nationally recognized speaker and financial educator, often contracted by large corporations to provide financial education workshops for their employees. Securities Licenses in the following states: AZ, CA, CT, DE, FL, GA, IN, MA, MD, ME, MI, , NH, NJ, NM, NY, OR, PA, RI, SC, TN. TX, VA, VT and WA

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Insurance Licenses

Life insurance: MA, RI, NH, WA
Health/disability insurance: MA, RI, NH
Fixed annuities: MA, RI, NH,
Variable annuities: MA, RI, NH

Broker-Dealer Affiliation

Ameritas Investment Corp.

Broker-Dealer Disclaimer

Daniel J. Galli, CFP® offers products and services using the following business names: Daniel J. Galli & Associates – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Daniel J. Galli & Associates.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth