E: [email protected]
Matthew Gallagher - Certified Financial Planner™ Practitioner
  • Home
  • About
    • Meet Matthew
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Long-Term Care
    • Estate Preservation
    • Securities
  • Videos
  • Resources
  • Blog
  • Contact

​Securities

Matthew Gallagher is an independent Investment Advisor Representative offering a wide variety of financial solutions tailored to fit clients’ unique goals and objectives. With many of our clients at or near retirement, we focus on investment strategies that help minimize risk while providing a moderate return. We not only make recommendations based on your needs and existing portfolio, but we will educate you on the reasoning behind it so you have a complete understanding of the plan in place. We will service you step-by-step throughout your investment lifetime.
Picture

Navigation

Home
About
Services
Resources
Blog
Contact

contact

Matthew Gallagher
(817) 400-4486​
Certified Financial Planner™ Practitioner

Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Prosperity Wealth Management, LLC and CreativeOne Wealth, LLC are not affiliated.

​
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.
​
Check the background of an investment professional. | Privacy Policy
  • Home
  • About
    • Meet Matthew
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Long-Term Care
    • Estate Preservation
    • Securities
  • Videos
  • Resources
  • Blog
  • Contact