Ian Gallagher, CRPC®, CDFA™'s Email and Phone

Franchise Owner, Financial Advisor @ Ameriprise Financial

Ian Gallagher, CRPC®, CDFA™'s Email

i****r@ampf.com

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Location	Greater Philadelphia Area
Work	Franchise Owner, Financial Advisor @ Ameriprise Financial Financial Advisor @ Goldsmith & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Education	B.S., Finance @ Rowan University
Profiles	http://www.ameripriseadvisors.com/ian.p.gallagher/
About	My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, see more My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals. Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours. I am licensed and registered to conduct business in NJ. Based on licenses and registrations I hold, I may also conduct business in TX, NC, DE, PA, and OK. Specialties: Retirement Planning Strategies, Investments, Family Finances, Education Planning, Cash Flow Management Strategies, Estate Planning Strategies, Tax Planning Strategies, Executive Compensation and Benefit Strategies, Domestic Partner Planning, Wealth Preservation Strategies, Retirement Plan Distribution, Retirement Income Strategies, Insurance, Charitable Giving,Divorce Financial Planning, Women's Financial Strategies Franchise Owner, Financial Advisor @ From April 2014 to Present (1 year 9 months) Financial Advisor @ From January 2008 to April 2014 (6 years 4 months) B.S., Finance @ Rowan University