VETTED
Brendan Gallagher
CFP®
Tel: 617-694-9047 170 Commerce Way Portsmouth, NH 03801
About Brendan Gallagher
Brendan was born and raised in Dublin, New Hampshire, attended Colby College in Maine and now splits his time between Massachusetts and Maine with his Wife, Nicole and their dog, Lily. Brendan joined the financial advice industry in 2015 and teamed up with Pinnacle Investments in 2019. He was drawn to the small family business feel of Pinnacle as well as the commitment to client service. His practice is designed to provide peace of mind through expert financial advice and consistent communication as clients work towards and enjoy retirement. His greatest joy is getting to know his clients and their families. Outside of the office, Brendan enjoys staying active through Brazilian jiu-jitsu and running with Lily.
About Pinnacle InvestmentAt Pinnacle Investments, we have the knowledge, education, and credentials youd expect from an investment firm. Our suite of products and services includes everything from traditional stocks, bonds, CDs, and mutual funds to personal financial planning, asset allocation, managed portfolios, and corporate pension plans, as well as unique investment opportunities including private placements and alternative investments. Your best life begins with financial independence that fits your lifestyle. Discover new financial and investment management advice from one of our advisors.
See DisclosuresGeneral Information
Firm Start Year:
1926
Insurance License#:
PRR522707
States Licensed in:
NH, ME, MA, CT, VT, NY, RI
Communities served:
Portsmouth NH, Rye NH, York ME, Ogunquit ME, Eliot ME, Exeter NH, Dover NH, Kittery ME, Newburyport MA, Kennebunk ME, Wells ME,
Number of Years with Current Firm:
7
Work with the following types of clients:
Individual Investors
Foreign Languages Serviced:
NA
Advisory Services Provided:
Financial Advice & Consulting, Financial Planning, Retirement Planning, 401K Rollovers, Portfolio Management
Qualifications & Memberships
Insurance and Annuity Licenses:
Variable Life, Annuity, Life, Variable Annuity, Long Term Care
Services
Investment Types:
Mutual Funds, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Your Office, Phone, Video Conference, Your Home, Our Office
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$250,000
Compensation Methods:
Flat Fee, Based on Assets
Fee % Based on Assets:
1
Minimum Fee Charged for Managed Accounts:
$2500
Firm Information
Advisor's Number of Clients:
70
Advisor's Number of Managed Clients:
70
Advisor's Number of Planning Clients:
70
Total Assets Under Management by Advisor:
$95,000,000
Education
Psychology:
Colby College - Waterville, ME
09/2008 - 05/2012
Retirement Planning
Planning for income in retirement, tax consequences of various strategies, ensuring that your assets pass correctly to the next generation, growing your funds safely to provide income in your later years.
Additional Detailed Disclosures
11 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
