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

This reporting mechanism is no longer available.   Please access the Client Vault listed above.   Call Galligan Financial at 651-456-5385 if you have questions.

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.