Gallagher Pool Wealth Management

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Description

  • We founded Gallagher Pool Wealth Management with the shared vision of creating a first class, Private Wealth Management firm for Dayton, Ohio and the Miami Valley. Our firm is located conveniently in beautiful Centerville, Ohio, a South Dayton Suburb.We understand that asset management, retirement income planning, wealth accumulation, asset allocation, investment hedging strategies and financial planning can be complex and overwhelming-especially in a volatile environment. Our mission is to provide confidence and clarity in your financial environment.We look forward to the future and thank you for the opportunity to serve you.-Charlie Pool and Phil GallagherSecurities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, OH 44333 1-800-765 5201|Gallagher Pool Wealth Management is a separate entity from ValMark Securities Inc. & ValMark Advisers Inc.
  • location

    Headquarters:6520 Centerville Business Parkway , Centerville, Ohio, United States

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  • Gallagher Pool Wealth Management phone

    Phone Number: +1 937-455-1234

  • Gallagher Pool Wealth Management website

    Website: https://www.gallagher-pool.com

  • Gallagher Pool Wealth Management employees

    Employees:5

  • Gallagher Pool Wealth Management revenue

    Revenue:$0 - 1M

  • Gallagher Pool Wealth Management legal name

    Legal Name:Gallagher Pool Wealth Management

  • Gallagher Pool Wealth Management's Social Media

    Gallagher Pool Wealth Management linkedin Gallagher Pool Wealth Management facebook Gallagher Pool Wealth Management twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Partner for Gallagher Pool Wealth Management

Phil Gallagher

Partner

Person level website visitor identification

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View Employees

Phil Gallagher

Partner

Charlie Pool

Managing Partner

Judy Oaks

Vice President Of Operations

Carla Trebnick

Director Of Client Services

Frequently Asked Questions regarding Gallagher Pool Wealth Management

  • Where are Gallagher Pool Wealth Management's Headquarters?

    Gallagher Pool Wealth Management's Headquarters are in 6520 Centerville Business Parkway ,Centerville,Ohio,United States

  • What is Gallagher Pool Wealth Management's phone number?

    Gallagher Pool Wealth Management's phone number is +1 937-455-1234

  • What is Gallagher Pool Wealth Management's official website?

    Gallagher Pool Wealth Management's official website is https://www.gallagher-pool.com

  • What is Gallagher Pool Wealth Management's Revenue?

    Gallagher Pool Wealth Management's revenue is $0 - 1M

  • What is Gallagher Pool Wealth Management's NAICS code?

    Gallagher Pool Wealth Management's NAICS code is 523930

  • How many employees are working in Gallagher Pool Wealth Management

    Gallagher Pool Wealth Management has 5 employees

  • What is Gallagher Pool Wealth Management's Industry?

    Gallagher Pool Wealth Management is in the industry of Financial Services

  • Who is Gallagher Pool Wealth Management's Partner?

    Gallagher Pool Wealth Management's Partner is Phil Gallagher

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