Join us Thursday, October 10 from Noon to 1 PM EST Leaving something to the next generation is a common goal. However, making that happen efficiently requires some planning. We’ll talk about the tools and techniques of effective planning. Register Now: https://loom.ly/AwQr14E
About us
We are financial planners. We help people figure out where they are going and how they’ll get there. Our goal is to help them make that happen. Daniel J. Galli 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 (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Daniel J. Galli & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
- Website
-
http://djgalli.com
External link for DANIEL J. GALLI & ASSOCIATES
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Norwell, Massachusetts
- Type
- Self-Owned
Locations
-
Primary
Get directions
101 Longwater Circle
Suite 203
Norwell, Massachusetts 02061, US
Employees at DANIEL J. GALLI & ASSOCIATES
-
Dan Galli, CFP®
Certified Financial Planner® practitioner - What’s Your Plan?
-
Lauren Galli Kelebesa
Chief Operating Officer at DANIEL J. GALLI & ASSOCIATES
-
Karen E. Van Voorhis, CFP
Director of Financial Planning
-
Daniel Gleason CLU ChFC LUTCF
Experienced Senior Marketing Professional with proven results through creative and visionary skills.
Updates
-
How families are increasingly collaborating with their kids on the topic of paying for college https://loom.ly/mOV8sxM
Even middle-income families in Massachusetts struggle to pay for college - The Boston Globe
bostonglobe.com
-
Traveling? Be sure to prepare for the unexpected https://loom.ly/iwDyeCk
8a257bdc-6a8d-41af-b096-48b4300616bd.pdf
files.constantcontact.com
-
Welcome to DJG&A, Amy Mohan! Amy is a CERTIFIED FINANCIAL PLANNER® practitioner who has worked for various large financial firms in the greater Boston area for more than 20 years, and we are thrilled that she wanted to join our small but mighty group as a financial planner. She and her husband Chris and their dog Auggie live south of Boston, and have put us to shame with their stories of tackling the 48 4,000-foot mountains in New Hampshire. (But all was forgiven when Chris brought us Dunkin Donuts within Amy’s first week – smart fellow.) Welcome to our world, Amy – we’re glad you’re here!
-
-
Lost Your Way Financially? How to Get Back on Track https://loom.ly/BvBNANc
Lost Your Way Financially? How to Get Back on Track
kiplinger.com
-
In case you have missed any of our webinars and would like to view the recording, we have posted them to our website! https://loom.ly/OIvWBGk
2024 Webinar Series | Daniel J. Galli & Associates
djgalli.com
-
Setting aside $10 a day could help you save over $1 million for retirement—but you have to start early https://loom.ly/GCgjKtM
Setting aside $10 a day could help you save over $1 million for retirement—but you have to start early
cnbc.com
-
Shipwreck hunters find schooner 131 years after it sank in Lake Michigan with captain's "faithful dog" https://loom.ly/rMy4uyk
Shipwreck hunters find schooner 131 years after it sank in Lake Michigan with captain's faithful dog
cbsnews.com