A special level of trust and accountability allows clients and advisors to work together successfully. At Galli Financial Group, we work hard to earn & maintain your trust & accountability so that you are confident in our recommendations, suggestions, and guidance.
You can be confident that we will make decisions that are in your best interest – and based on your financial goals and objectives. When it comes to managing your hard-earned wealth, let your trusted advisor help you every step of the way.
When we set out to accomplish something, we do it – with integrity and teamwork. We hold ourselves accountable no matter what, which gives our clients financial confidence knowing the team that manages their wealth follows through on their word. And, in turn, when we create your financial plan, we will hold you accountable, too. That mutual sense of responsibility is one of the most important ways we help you pursue your goals.
It’s essential for us to communicate in a clear, straightforward way, giving our clients insight into why we make certain decisions and what the impact will be. Whether it’s disclosing the fees associated with your account, providing detailed trade notifications, or taking the time to discuss major economic events with you, we proactively educate clients through open and honest communication.
Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and investments.
Asset protection should be an essential component of any retirement plan. You’ve worked hard all of your life to build a comfortable savings and establish your home equity – and these achievements merit protection.
We will help navigate you through the vast array of investment options. We understand that without proper guidance, constructing the appropriate portfolio can be daunting and confusing. We will always take into consideration the various factors that go into the decision-making process such as tax implications, asset diversification, and market volatility.
Life’s emergency situations require advance preparation and planning. The first step is knowing where your documents are. Our Document Checklist will help you identify your important documents and where they are located. Fill out the form to get your complimentary copy.
of helping people reach their financial goals.
Michael began his career in the financial services over 20 years in 1998. He is an Investment Advisor Representative. Michael specializes in servicing his Clients' overall financial needs including asset management, retirement planning, estate planning, and insurance planning. He works as a Fiduciary with individuals and families looking for guidance in properly structuring their financial goal. He builds his clientele by loyalty, friendships, trust and referrals specializing in a holistic approach to wealth management. Michael and his wife Kristin enjoy spending time with their children, Jesse, Jillian, and John.
Originally from Maine, Jon Loranger is a graduate of Northeastern University. He holds Series 7, 24, 53, 63, and 65 registrations. He oversees the compliance operations of the firm. This includes maintaining compliance manuals and processes, archival of documents, and new business approval. His goal is to reduce audit risks while maintaining efficient business solutions. Jon has over 18 years of experience in the financial services industry where he served in various capacities such as IT director, senior agency supervisory officer, and as a financial advisor. In his role, Jon works closely with operations, marketing, licensing, technology, and advisor support services.
Maggie is an extremely versatile project manager who provides administrative support for Patriot Financial Group in a variety of areas. She provides complete back-office technology processing to assist advisors with their practice. This includes billing, virtual filing, and reporting. She is the liaison and provides support on advisor platforms.
Michael is committed to helping each advisor maximize the value of their independent practice. In addition to recruiting advisors to the Patriot Financial Group Michael works closely as a personal coach, helping each advisor drive long-term success and growth for their practice. Michael is also involved in the day-to-day operations of the company. He is responsible for making sure The Patriot Financial Group RIA is compliant, productive, and moving in the right direction.
As Compliance Coordinator, Cassie will play a key role in the supervisory and operational aspects of the firm. She will work closely with advisors to approve trades and monitor business activities. Her attention to detail, combined with her analytical and organizational skills make her an invaluable member of the Patriot team.
Wealth management services are offered through Patriot Financial Group, an SEC registered investment adviser, dba Galli Financial Group. Wealth management and insurance products and services are only available where representatives are appropriately licensed and registered. Contact your representative for more information about your individual situation. This website is for informational purposes only and is not an offer to buy or sell any product or service offered by the firm. This document should not be construed as providing tax or legal advice. Always consult with your own qualified tax, legal and/or accounting advisors as appropriate. Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and are not FDIC-insured. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS). Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
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