Taxes

• Tax Services

Investment

• Mutual Funds
• Bonds

Accounting

• Accounting Services

Planning

• Financial Planning
  Compass Point Retirement Planning, a Wakefield, Massachusetts-based company specializing in financial planning and retirement income-focused services, is now Gallagher.
• Retirement Planning
  Compass Point works with people of all ages, incomes, backgrounds and walks of life to help create a vision for the future and instill confidence during the retirement planning process. Compass Point prides itself on treating clients like family, and our values of service, communication and respect make it an ideal partner with Gallagher.
• Annuities
• Asset Management
  We focus on understanding your needs and goals, and help you organize your priorities. Then we prepare a customized plan that outlines specific recommendations aimed at improving retirement income dependability and overall asset management.
• College Funding