Galli Financial Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

55 West St Ste 201, Walpole, Massachuset...

Phone Number

(617) 529-1005

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Galli Financial Group

Galli Financial Group is a fiduciary, fee-only wealth management firm that emphasizes transparency, experience, and independence in its services. The firm offers a comprehensive range of financial management services, including retirement planning, investment planning, estate planning, and insurance solutions. Their target clients include individuals and families seeking guidance in managing and protecting their wealth while pursuing their financial goals. Galli Financial Group is committed to building trust and accountability with clients through open communication and a collaborative approach.Explore more
Popular SearchesGalli Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Galli Financial Group Org Chart

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Director Of Advisor Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Galli Financial Group

<$5M
1-10
Private
-
-
MD
Margaret DumasDirector Of Advisor Services
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

Galli Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Galli Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Galli Financial Group.

Galli Financial Group Tech Stack

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Frequently Asked Questions Regarding Galli Financial Group

What is Galli Financial Group's official website?
Galli Financial Group's official website is www.gallifinancialgroup.com
What is Galli Financial Group's Revenue?
Galli Financial Group's revenue is <$5 Million
What is Galli Financial Group's SIC code?
Galli Financial Group's SIC: 62,628
What is Galli Financial Group's NAICS code?
Galli Financial Group's NAICS: 52,523
How many employees does Galli Financial Group have?
Galli Financial Group has 1-10 employees
What industry does Galli Financial Group belong to?
Galli Financial Group is in the industry of: Finance, Securities Trading
What is Galli Financial Group competition?
Galli Financial Group top competitors include: Copper Canyon Wealth Management, Sachs Financial Servic, MassMutual, Triton Wealth
What technology does Galli Financial Group use?
Some of the popular technologies that Galli Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Galli Financial Group?
Galli Financial Group contact info: Phone number: (617) 529-1005 Website: www.gallifinancialgroup.com
What does Galli Financial Group do?

Galli Financial Group is a fiduciary, fee-only wealth management firm that emphasizes transparency, experience, and independence in its services. The firm offers a comprehensive range of financial management services, including retirement planning, investment planning, estate planning, and insurance solutions. Their target clients include individua... ls and families seeking guidance in managing and protecting their wealth while pursuing their financial goals. Galli Financial Group is committed to building trust and accountability with clients through open communication and a collaborative approach.Read More

Is Galli Financial Group a public company?
Galli Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Galli Financial Group

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