Galvez Financial offers personalized financial planning and investment advice to individuals, families, trusts, estates, and businesses. The firm creates financial plans tailored to each client's goals and risk tolerance. Investment strategies include index/ETF investing, style allocation, sector diversification, and dividend growth investing. Galvez Financial does not manage client assets directly, and all investment decisions require client approval.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
The fees for investment advisory services are included in the financial planning fees. Galvez Financial does not receive compensation based on the value of your portfolio.
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