John P. Galego
This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.
John P. Galego
President of Atlas Wealth Strategies, Inc.
Affiliated with LPL Financial and Private Advisor Group
Qualifications & Registrations: Series 7, Series 66 through LPL Financial
States where licensed: CT, FL, MA, MI NH, NY, OH, PA, RI, SC, AND VT
“It has been a privilege to partner with so many exceptional women over the past 15 years. Through shared trust and collaboration, we help our clients gain greater control and confidence over their financial lives while building lasting relationships.”
85 Main Street,
Hopkinton, MA 01748
At Atlas, we believe that Financial Planning is a Women’s Issue. While many of us will oversee our finances, and be responsible with the care and well-being of family members at some point in our lives, more often than not, women will take-on these roles. We believe women should be engaged in the planning process. Our mission is to educate, empower, and instill a sense of financial independence in our clients. Through a collaborative five-step process called The Clarity Advantage, we help our clients gain clarity on their needs, prioritize goals, and successfully prepare for all of life’s financial challenges.
Services Offered and Areas of Focus
- “Head of the Table” Financial Planning Partnership
- Comprehensive Financial Planning
- Financial Goal Planning
- Retirement Income Planning
- Financial Planning for Women
- Financial Planning for Family “CFO’s”
- Investment Services
- Insurance Reviews and Services, including Long-Term Care
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Atlas Wealth Strategies are separate entities from LPL Financial.
Specialties and Types of Clients Served
We offer “Head-of-the-Table” Planning, Financial Goal Planning, Second Opinion and Insurance reviews for family “CFO’s”, divorcee’s, executives, business owners and widows.
The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of July 2017, of the 807 considered for the Women’s Choice Award, 139 were named Women’s Choice Award Financial Advisors/Firms.
Plus, Don’t Miss:
Every May is National Osteoporosis Month, and that means it’s time to recommit to improving