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Gallagher Financial Services

EST. AUM
$500,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website gallagherfinancialservices.com
Client types

Overview

Gallagher Financial Services is a financial services firm founded in 1985 by Mark R. Gallagher. The firm works with a team of five dedicated associates to partner with clients in developing a comprehensive financial strategy. This strategy provides an insightful and strategic approach across several areas, including investments, retirement planning, insurance and risk management, estate planning, charitable giving, business planning, and taxation. Securities and investment advisory services are offered through Osaic Wealth, Incorporated, though Gallagher Financial Services is independently owned.

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Alternative Activity

Address

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

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