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.
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.
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