Dan Galli, Cfp® Email and Phone Number

PLAN of Massachusetts and Rhode Island is a professional trustee providing quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support.

The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. With 19,000 members, the FPA provides support for professional fulfillment through practice support, learning, advocacy, and networking.

We provide independent financial planning, services and products for individuals and small business owners. Our areas of experience include overall financial planning as well as specific planning in such areas as retirement, asset management, insurance and others. We also have sub-specialties working with public school employees as well as setting up qualified retirement plans for small businesses. 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 – 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.

Partnering with Boston 128 Companies, Inc. since 1986.

Member of the Broker Dealer Task Force 2009 - PresentChair of the Broker Dealer Task Force 2011-2013 and 2022 - PresentMember of the Field Advisory Cabinet (FAC) 2011-2013All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter 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.Member of the Technical Advisory Committee (TAC) 2013

The Financial Planning Association of MA is a professional organization with membership of approximately 900. Predominantly comprised of Certified Financial Planner™ practitioners, the FPA is the premier financial planning organization for MA. The FPA provides educational opportunities for planners as well as representation to state and local governments, professional networking, practice management support and pro bono activities through the Community Outreach Committee.