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Daniel J. Galli
Principal
Daniel J. Galli & Associates101 Longwater Cir, Suite 203, Norwell, MA 02061
Broker Affiliation: Ameritas Investment Corp.
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Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
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.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.