Daniel J. Galli & Associates
We are financial planners. We help people figure out where they are going and how they’ll get there. Our goal is to help them make that happen. Daniel J. Galli offers products and services using the following business names: Daniel J. Galli & Associates – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC and – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Daniel J. Galli & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
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Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
56
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CR
Colleen Richards
Director of Operations · Operations
EmailPhone - DG
Dan Galli
Certified Financial Planner · Finance & Accounting
EmailPhone - BF
Brian Franford
Daniel J Galli & Associates · Other
EmailPhone - AM
Amy Mohan
Financial Planner · Finance & Accounting
EmailPhone - LA
Linda Austin
Communications and Marketing Consultant · Advertising & Marketing
EmailPhone - JB
John Baker
Daniel J Galli & Associates · Other
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Daniel J. Galli & Associates
5 distinct titles indexed · top 5 shown.
- 2daniel j galli & associates
- 1certified financial planner
- 1communications and marketing consultant
- 1director of operations
- 1financial planner
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