About Gallagher

At Gallagher Financial Services, our primary focus is protecting what matters most to you. Our commitment to excellence is strengthened by over 25 years of experience in our field and the high level of value that we place in our clients. The result is a unique approach to creating custom strategies and solutions for helping you pursue your long term investment goals.

Our Mission

Our mission is to simplify each of our client’s financial lives, so they can…

  • Retire on time,
  • Minimize your taxes,
  • Educate their children and grand children!

Our Vision

Our Vision at Gallagher Financial is to foster a great work environment where our team can cheerfully deliver indispensable solutions and service to our clients, so that those clients become volunteer advocates of our firm.

Cathie McNaughton and Mark Gallagher working together

Our Broker/Dealer

What is a “Broker/Dealer”? The answer to that is very simple. A “Broker/Dealer” is a firm that oversees the activities of investment professionals, like us, to ensure that their clients, or in other words, your best interests are being met. By federal regulation an investment professional must be affiliated with an independent Broker/Dealer, however the investment professionals have the choice to affiliate themselves with any Broker/Dealer of their choosing. It is as simple as that.

More importantly, working with an Independent Broker/Dealer means, at Gallagher Financial Services, we have the freedom to choose from many different types of investments from many different Fund Families; In order to create the most efficient strategy to achieve the short term and long term financial goals that you set before us. This sets us apart from a “Brokerage Firm”, which does not have the freedom to select outside of their firms products. At a Brokerage Firm they can only sell what the firm tells them to, greatly restricting that strategies that they are able to create for you.

Now with that being said, you might be wondering what Broker/Dealer we have chosen to affiliate our company with. Out of all of the good Independent Broker/Dealers in our industry for us to choose from, we have chosen Commonwealth Financial Network. We believe that choosing to work with Commonwealth Financial Network says a lot about who we are as a firm and what sets us apart from other Investment Professionals.

A Little About Commonwealth

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California.

The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. Commonwealth Financial Network has won Investment Advisor magazine’s “Broker/Dealer of the year” award ten times.