Mission Statement:
Dedicated to providing prompt, courteous and competent advice in assisting clients to meet their financial objectives through the effective utilization of various financial products designed for estate creation and estate conservation.
Selecting a financial advisor to guide my wife and myself in the investment of our savings was a major decision. We were looking for a professional who could help us realize the best possible return on our investments. Jim Galpin was the right choice.
Jim listened closely to our needs and goals, developed a plan specific to us and then implemented the plan.
Over the past 15 years, as the market changed and trends developed, Jim would call to ensure our plan was still relevant.
