Investment & Wealth Management
Let us help set you up for success with our investment services.
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Investment Products
- Mutual Funds
- Annuities
- Stocks & Exchange Traded Funds
- Bonds
- Unit Investment Trusts
- Advisory Accounts
- MLCDs
- Life & LTC Insurance
Wealth Management
- Financial Planning
- Retirement Planning
- Asset Allocation
- Education Planning
- Business Retirement Accounts
- Risk Management
- Insurance Analysis
Meet the Advisor
Ther LPL registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: AL, AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KS, ME, MI, MN, MS, MO, MT, NM, NY, NC, NJ, NV, OH, OK, OR, PA, SD, TX, UT, VA, WA, and WV.
For more information about LPL Financial, visit www.lpl.com.
Make an Appointment
Make a No-Cost Appointment Today!
Get started on a brighter financial future for you and your family by making a no-cost appointment with an LPL-registered representative at Galene Financial today.
Call us today at 713-489-4322 or click the link to fill out our contact form.