More About Donald A-Galade

Our Mission Statement ​ As a Fiduciary Advisor, we believe no two investors are alike. To help each client meet their financial goals, Don Galade uses a process on a client-focused personalized approach using multiple investment strategies. Our financial advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. Our mission is to get to know and understand your needs, wants, and long-term goals. Don wants to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. Don Galade believes in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality. Professionalism ​By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. Our high standards, service, and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness ​Our firm is responsive. Companies who choose our firm to rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses, and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisors is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge, and service to our clients. Our high service quality is the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.