Public Safety Financial/Galloway

Wealth Management Firm in Mesa, AZ

Firm Info
Address: 1138 N Alma School Rd #201, Mesa, AZ 85201, USA
Phone: (480) 325-8668

Firm Size
Assets Under Management: $695.9 million
# of Advisors: 25
# of Clients: 3,308
Client to Advisor Ratio: 132:1
Average Account Size: $210,357
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Public Safety Financial/Galloway Overview

Public Safety Financial/Galloway is an investment advisory firm based in Mesa, AZ. Established in 2008, the firm has been providing investment advice to its clients for over a decade. As a fee-only advisory firm, Public Safety Financial/Galloway does not charge commissions for its services, relying solely on fees paid by clients. The firm specializes in providing investment advice to individuals and small businesses, as well as businesses and institutional clients. It offers a range of services, including financial planning and portfolio management. Public Safety Financial/Galloway prides itself on offering personalized investment advice tailored to each client's unique needs and investment goals. In addition to its core services, Public Safety Financial/Galloway also offers educational seminars and workshops to help clients stay up-to-date with the latest investment trends and strategies. Whether you are an individual or a business owner, the firm's team of experienced investment advisors can help you achieve your financial objectives.

Public Safety Financial/Galloway offers financial advisory services to a diverse range of clients, including both individuals and high net worth individuals. The firm caters to a variety of unique financial needs and objectives, and provides personalized advice and customized solutions to meet these needs. Whether clients are seeking to grow their wealth, protect their assets, or plan for retirement, Public Safety Financial/Galloway has the expertise and experience to help them achieve their goals. In terms of fee structures, Public Safety Financial/Galloway offers multiple options depending on the type of service being provided. For investment advisory services, the firm typically charges a percentage of assets under management (AUM) as their fee. This fee structure incentivizes the firm to maximize returns for their clients, as they benefit directly from the growth of the client's portfolio. Additionally, for financial planning and other advisory services, Public Safety Financial/Galloway may offer fixed fees on a project-by-project basis. This allows clients to have greater clarity and transparency regarding the costs involved in their financial planning, and ensures that there are no surprises or hidden fees. Overall, the firm is committed to providing transparent, fair, and competitive fee structures that align with the best interests of their clients.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, PUBLIC SAFETY FINANCIAL/GALLOWAY does not have a minimum investment required to invest in their portfolios. However, they do recommend certain investment amounts based on the portfolio strategy. For the Venture portfolio, they recommend investing at least $100,000. For the All Inclusive portfolio, the recommended minimum investment is $30,000. Lastly, for both the ETF Active and ETF Passive portfolios, the recommended minimum investment is $10,000.

How This Office Can Help Mesa, AZ Residents

Public Safety Financial/Galloway is a financial services firm that assists clients in Mesa, AZ, with their financial needs. They provide a variety of services including retirement planning, investment management, tax preparation, and estate planning. The company has a team of experienced financial professionals who work with clients to develop personalized financial plans that meet their unique needs and goals. Living in Mesa, AZ, can pose a variety of financial challenges that Public Safety Financial/Galloway can help clients address. For example, many individuals in Mesa may be facing retirement soon and need help planning for their future. Others may be struggling with managing debt or saving for their children's education. Additionally, with the high cost of healthcare, it is important to have a plan in place to cover medical expenses. Public Safety Financial/Galloway can help clients navigate these challenges and develop a plan to achieve financial stability and security. With their years of experience and commitment to providing personalized service, Public Safety Financial/Galloway is a trusted partner for residents of Mesa, AZ.

To view the Minimum Investment and Fee Schedule for Public Safety Financial/Galloway, visit their Part 2 Brochure.

Services Offered by Public Safety Financial/Galloway

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Public Safety Financial/Galloway most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1138 N Alma School Rd #201, Mesa, AZ 85201, USA
Phone (480) 325-8668
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–2 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Public Safety Financial/Galloway is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Idaho
  • Minnesota
  • Montana
  • Nebraska
  • Ohio
  • South Carolina
  • Tennessee
  • Texas
  • Washington

Disciplinary History

Public Safety Financial/Galloway does not have any disclosures. Please visit it's Form ADV for more details.