
Fort Waynes vertrauenswürdige Honorarberatung für Ruhestands-, Nachlass- und Steuerplanung
Galecki Financial Management - Fort Wayne Fee-Only Financial Planner, mit Sitz in 7743 W Jefferson Blvd, Fort Wayne, IN 46804, bietet Honorarberatung im Vermögensmanagement und in der Finanzplanung. Kundenbewertungen heben die Beratung zu Ruhestands-, Nachlass- und Steuerplanung hervor, ebenso wie reaktionsschnelle und kompetente Berater sowie eine durchweg kooperative, unkomplizierte Arbeitsweise. Das Unternehmen wird seit vielen Jahren für professionellen, freundlichen Service und starke Empfehlungen von Kunden gelobt.
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Personalisierte Strategien, um Ihre finanzielle Zukunft abzusichern und Ihre Ruhestandsziele zu erreichen.
Umfassende Beratung zum Vermögensschutz, zu Testamenten und zur Nachlassplanung.
Expertenrat zur Optimierung der Steuerlast und zur Minimierung steuerlicher Verbindlichkeiten.
Ganzheitlicher Ansatz zur Verwaltung von Investitionen und zum Vermögensaufbau.
Einzelgespräche für persönliche Finanzberatung und Zielsetzung.
Gesamtbewertung
David Bartock
We have been with Galecki Financial Management for several years. They are super friendly, extremely knowledgeable and trustworthy. If you need financial planning help I would highly recommend checking them out.
Chuck Petrick
I have been a client of Galecki Financial Management for over 20 years now and could not be happier. Their "total" approach to wealth management and their availability to answer any questions keeps me a client. I recommend them for their professional, knowledgeable, and friendly service .
Craig Hamilton
Have been very pleased with Galecki Financial. They have been excellent in creating a program which has not only been successful but in which we have been very comfortable. As well provide insight with tax/revenue and estate planning. Would highly recommend them Craig Hamilton
David Leber
My wife and I have been working with Galecki for over 15 years and are extremely satisfied. They have provided excellent guidance not only in retirement planning but also estate and tax planning. Our advisor, AT, is extremely responsive and knowledgable. I have recommended them to several friends.
Michelle Drake
I have complete confidence in Galecki Financial. They are a highly respected company and very easy to work with. I have recommended them to several friends who are also very satisfied. I will continue to recommend them without hesitation.
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