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Our Services

Chris offers a wide range of financial planning and investment management services to help his clients achieve their financial goals. These services are tailored to meet the needs of each individual client and are designed to be flexible and adaptable as clients' circumstances change over time.

What We help With

Advisory Accounts: Investment advisory services is for clients who wish for their assets actively managed. This service includes working with elite private money managers who we align with that best fits our client's needs based on their risk tolerance and time horizon.

Brokerage Accounts: Commission-based accounts are for clients who wish to have their assets passively managed. These accounts are typically used by smaller accounts and may include stocks, bonds, mutual funds, ETFs, and other types of investments.

Life Insurance: We can help our clients to evaluate their life insurance needs and choose a policy that best meets their financial goals and provides peace of mind for their loved ones.

Long-Term Care: Our team assists with a plan for our clients long-term care needs, including choosing a long-term care insurance policy that meets their budget and coverage needs.

Referrals to Professionals: The Galli Group has a network of trusted professionals who can provide specialized services, including estate planning, health insurance, and tax services. We are happy to make referrals to these professionals as needed to help our clients get the support they need.

Take control of your financial future by scheduling a consultation with one of our team members..

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