Kenneth Gallagher, CFS

610-438-0783

Products and Services

We provide assistance in the following areas:

Investments

  • College 529 Plans
  • Mutual Funds
  • Exchange Traded Funds 
  • Variable and Fixed Annuities
  • Individual Stocks and Bonds
  • Government Securities
  • Structured Notes
  • Alternative Investments
  • Brokerage Accounts
  • Separately Managed Accounts
  • SEP and SIMPLE IRAs
  • Traditional and Roth IRAs
  • Trusts
  • 401(k) Plans

Financial Planning

  • Wealth Accumulation
  • College Funding
  • Comprehensive Asset Management 
  • Tax Strategies
  • Risk Management
  • Rollovers
  • Retirement Planning
  • Long Term Care
  • Estate Planning 
  • Trust Services 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance