WITH ALL OF THE investment choices AVAILABLE TODAY, IT CAN BE overwhelming TO TRY AND IDENTIFY THE BUSINESS PARTNER THAT REALLY UNDERSTANDS YOU AND YOUR SPECIFIC NEEDS. GALLAGHER FLYNN FINANCIAL ADVISORS RECOGNIZES THAT. OUR APPROACH IS simple and direct. WE GO OUT OF OUR WAY TO PRESENT INVESTMENT ALTERNATIVES, OPTIONS AND INFORMATION IN A CLEAR, STRAIGHTFORWARD MANNER THAT clients understand AND ARE COMFORTABLE WITH.
Gallagher Flynn Financial Advisors, LLC (GFFA) is a registered investment advisory firm and subsidiary of Gallagher, Flynn & Company, LLP. GFFA and its insurance subsidiary (GFI) integrate institutional quality investment management, insurance solutions and creative income, estate and financial planning.
INVESTMENT ADVISORY SERVICES
Through its relationship with Dimensional Fund Advisors, and drawing on other institutional resources, such as Securities America, Inc., Schwab Institutional and NFS/Fidelity, we develop customized investment strategies for closely held businesses, individuals, charitable organizations and trusts. Our independence allows us the ability to utilize a variety of investment approaches including institutional funds, separate account managers, ETFs and other mutual funds. Our insurance resources provide us with access to over 15 insurance companies and allow us to help our clients obtain the right solution given their unique goals and health circumstances. We believe in the importance of controlled asset class exposure, broad diversification, low costs and emphasis on after-tax, risk adjusted returns. We will listen to you and understand your concerns. We can simplify and coordinate all your financial services under one roof -- tax/college/retirement/investment/insurance/estate planning. GFFA's access to the top institutional mutual funds and separate account managers translate into lower minimums at lower costs to our clients than is available at retail level.
Why use GFFA?
We are a regional, community-based firm positioned to provide the best in quality local service and value, with immediate availability and accessibility. You will have the assurance that qualified professionals are taking into account your entire financial picture and know that your financial plan has been designed and customized to meet your specific needs and risk tolerance. Our independent in-depth research and advice are provided by advisors with breadth of knowledge evidenced by years of experience and training. This allows us to provide you with the best of both worlds: local availability and value with the depth of a national firm.
| Partner | |||
| James L. Donohue, CPA, CFP | 802 651-7250 | | |
“Securities offered through Securities America, Inc. Member NASD/SIPC. James Donohue, Registered Representative. Gallagher, Flynn & Company, LLC and its subsidiaries are not affiliated with Securities America, Inc.”