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“Dan Gallagher did a financial planning presentation for my team in the Charlotte, NC office. We were all pleased with the quality of his presentation and Dan’s knowledge of the subject matters. Dan carried himself well, poised, informative but not promoting, and [he] concisely fielded questions. He respected that he was a guest, and he showed genuine concern for people.” — Johnnie Ho, Vice President at Antea Group, July 2018
“Dan Gallagher’s ‘Morality and Demographics’ presentation (St. Gabe’s church seniors & other guests, February 2008) was eye opening and helpful for attendees’ investment strategies. Though it was a religious audience, the conference hall was filled with about seventy or so people whose initial skepticism about an investment talk quickly turned to appreciation. That was because it was philosophically appropriate and had helpful admonitions to steward portfolios with what proved to be prudent defensiveness. Dan did not predict the recession, but related from his realty and other experience that protecting assets rather than exposing them to long-term bonds & equities would be increasingly prudent. Research he articulately explained included H.S. Dent’s & others. Dan was trusted by the pastor and my wife (the organizer) and he merited that trust.” — Timothy Shinn, Payments & Money Movement, TIAA, June 2018
“In the recent recession… Dan Gallagher was invited (and re-invited over time) by my firm, Delta Environmental (engineers, consultants) to give multimedia speaking engagements: One on “Planning for Long-term Care” and the other broader: Financial Planning. Dan was fascinating with otherwise dull topics, yet had no hype. He knew his stuff: valuable tips.” — Eric J. Wu, Environmental Engineering Consultant, May 2018
“Dan’s communicates complex concepts methodically and effectively to both fellow advisors and clients in group presentations… humor brightens those around him.” — Dory Hux, Branch Manager, Ameriprise Financial, February 2011
Dan’s materials and training have received rave reviews. I have never encountered [Dan’s] anyone as effective and concise as Dan.” –Gordon S. Phillips, President, Cumbie Institute of Real Estate, Inc. May 2006
“Dan has never had a consumer complaint… and is knowledgeable, honest, caring and an excellent communicator.” Faith Lee, Vice President, Syndicated Capital, Inc. Oct 2004
“…presentations and counsel resulted in 100% Plan participation and increased employee morale… significant impact…” — Darrell C. Rickmond, P.E., President, Rickmond Engineering, Inc. Aug 2003
“… investment presentation for Newport News Shipbuilding employees for my husband helped him diversify and later at [my employer’s] seminar sponsored by Canon, Inc. showed concern and excellent strategy… resulted in diversification…” — John and Ikuko White, attendees at both seminars, 1996 and 2003.
“Strong analytical, clear written and oral presentations skills in public and training representatives for our firm… routinely presents… seminars with written pieces… excellent engagement, communications skills. …Strong commissions and growth… clients trust Dan.” — Thomas Zielinski, Vice President, Compliance Officer, Securities America, Inc. May 2002
“Astute… persuasive… effective… skillful, retaining interest… prudent…” Larry L. Phillips, President, Midas Spring Water, Inc. June 2002
“…impressed by Dan in one of his seminars… astute judgement… trustworthy… became clients for many years.” — Earl & Betty Hastings, retirement seminar attendees at Anheuser-Busch, Aug 1998
“Thank you for such a professional and informative series of presentations to our pre-retirees and employees in-transition.” — Robert J. Pehr, Superintendent & Acting HR Director, Anheuser-Busch, Inc. August 1997
“Dan’s workshops at Newport News Shipbuilding and for BASF employees showed he cares and keeps abreast without bothersome soliciting.” — Ken Briggs, Newport News Shipbuilding retirement seminar attendee & Yoshiko Briggs, Canon Virginia Investment seminar attendee at BASF Corp, December 1996
“I am gratified by your seminar introducing “Financial Planning Concepts” provided at our Newport News facility. Employee surveys [will] result in another invitation to give specific topics soon.” — Shin-ichiro Nagashima General Manager, Canon Virginia, Inc. September 1996
“…technical seminars… showed concern… merited my trust.” — John J. McCormack, CPA retirement seminar attendee at Taylor Gifts, Inc. June 1995
“Your speech and graphics at our recent meeting and general meeting impressed all attendees. Thank you for such a professional approach to what could have been sales… so you are invited [back].” – E. Suzanne Millirons, Pension Co-Chariman General teamsters, Chauffeurs, Warehousemen and Helpers, January 1993
“Your “Survivor Benefits” presentation received extraordinarily positive feedback and we thank you for this critically important and motivational talk. Please consider returning next year [for] the following additional topics…” –Michael L. Pimes, Employee Specialist, Norfolk Naval Shipyard, Sep 1991
“..Thank you for contributing to the success of our Financial Services Day… you helped our employees learn to become debt-free [and accomplish] goals.” George N. May, Head, Employee Services, Division, Department of the Navy, April 1991
“Dan is uncompromisingly professional… ethical… outstanding presenter… to businesses and individuals in group.” — Al Moliken, Metropolitan Life Leaders’ Conference Dec 1988