Galecki Financial Management, Inc.

EST. AUM
$929,463,266

CONTACTS
5

CLIENT ACCOUNTS
2,440

Firm Details

Metro area South Bend
CRD Number 107218
Website galecki.com
Client types

Overview

Galecki Financial Management is a pioneering financial planning firm based in northeast Indiana. Established in 1990 by Greg Galecki, the firm was founded on a mission to eliminate conflicts of interest prevalent in the industry by adopting a client-focused, Fee-Only model. By 1992, it became one of Indiana’s first Fee-Only financial planning practices, ensuring that client interests remained at the forefront. Over the years, Galecki Financial Management has grown through its commitment to delivering a more rewarding wealth-management experience. The firm welcomed its first shareholder in 2005, followed by a growing team of leaders and professionals. By the time Greg Galecki retired in 2021, the firm had expanded to six shareholders and more than 15 full-time employees, continuing its legacy of independent, client-first financial planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Galecki Financial Management, Inc.

Platform Details

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