Gallagher Financial Services

At Gallagher Financial, we believe that financial planning is not just about managing your money, but about achieving your goals and living the life you want. That's why we take a holistic approach to financial planning, considering all aspects of your financial situation and working with you to create a customized plan that aligns with your values and objectives.

Our Story

Gallagher Financial was founded in 1985 by Mark R. Gallagher, with a vision to provide comprehensive financial planning services to individuals, families, and businesses in North St. Paul, MN, and surrounding areas. Today, our team of five dedicated associates partners with clients to develop a financial strategy that addresses their unique needs and goals.

What We Offer

Our services are designed to help you achieve financial freedom and peace of mind. We offer a range of services, including:

• Retirement Planning: Choosing the right financial vehicles to take you where you want to go.
• Insurance and Risk Management: Specializing in Medicare, Part D, Individual and Small Group Plans.
• Estate Planning: Carrying out your wishes most efficiently after you are gone.
• Business Planning: Helping to avoid common tax and compliance traps so that your business can run profitably.
• Charitable Giving: Using the tax code to maximize your charitable deductions for you and the beneficiaries of your donations.
• Taxation: Income tax preparation and advice for individuals and small businesses.
• Financial Planning: Developing a strategic plan to help you educate your children and grandchildren, retire on time, and ultimately reach your long-term financial goals.

Our Team

Our team of experienced professionals is dedicated to providing personalized service and expert guidance to help you achieve your financial goals. With years of combined experience, we have the knowledge and expertise to navigate the complexities of the financial world and create customized solutions that work for you.

Stay Informed

Stay up-to-date with the latest market updates, financial news, and expert insights from our team. Our blog is your go-to resource for timely and relevant information to help you make informed financial decisions.