Access Your Financial Files

Client Vault

Store tax returns, estate and financial planning documents, along with monthly and quarterly holdings & performance reports in a safe encrypted environment.

Galligan Financial Advisors

These include quarterly performance, consolidated holdings and realized gains/losses for tax planning.  Contact Galligan Financial for your Username & Password. 

Note: You need Adobe Acrobat Reader to view the Galligan Financial Reports. You can download it from here.

Schwab Alliance

Click on Schwab Alliance to access your Schwab Account for daily status.  Call 1-800-515-2157 for your Logon Id & Password.