Client Interests,
First
When working as your Investment Advisor Representative, Brendan is legally and ethically bound to act in your best interest. His priority is to put your financial goals in the forefront when helping you make decisions.
I firmly believe in always putting my clients’ best interests first, as it forms the foundation of my commitment to exceptional service. With unwavering dedication, I have embraced and vowed to uphold the following five guiding principles
When providing advisory services, I will put my clients’ best interests first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead clients and will provide conspicuous, full, and fair disclosure of all important facts.
I seek to identify, disclose, and manage conflicts of interest.
I will fully disclose and fairly manage, in my clients’ favor, any unavoidable conflicts.
Brendan Gallagher, CFP®, CRC®
Financial Advisor