Holly H. Gallagher,  CFP<sup>&reg;</sup> - Financial Advisor

Holly H. Gallagher, CFP®

AIF

President

Horizon Financial

4020 Copper Vw, Ste 230
Traverse City, MI 49684-7041
FINANCIAL ADVISOR'S WEBSITE
(231) 941-6669

General

Holly Gallagher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Horizon Financial in Traverse City, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Retirement, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources