CALIFORNIA CONSUMER

We're an independent advisory firm led by Peter J. Gallagher, a fiduciary. This means we are obligated by law to act in your best interest in all interactions and to disclose any conflicts of interest. (Not all advisors are fiduciaries.) We concentrate entirely on the complex and changing retirement income needs of clients age 50 and older. We stand ready to help you address the emotional decisions you must make to confidently prepare for your financial future... Unlike some financial services firms that want to be all things to all investors, we focus on the very specific needs of a select group of clients. That's why we specialize in retirement income planning, investment management, and legacy planning. We have several advanced planning designations that give us the knowledge to help you make informed decisions in these key areas... Your portfolio is built solely around a thorough analysis of your investment objectives and life goals. When providing investment advice, we can offer..

Primary location: Briarcliff Manor United States