Holly Gallagher
Certified Financial Planner™, Accredited Investment Fiduciary® and the owner of Horizon Financial at Horizon Financial | Traverse City, Michigan, United States
Holly Gallagher’s Email & Phone Number
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Certified Financial Planner™, Accredited Investment Fiduciary® and the owner of Horizon Financial at Horizon Financial in January 2002 - Present
Certified Financial Planner practioner & President of Horizon Financial at Horizon Financial in January 1992 - Present
CLU, ChFC at Horizon Financial in January 2006 - Present
CERTIFIED FINANCIAL PLANNER ™ and President of Horizon Financial at Horizon Financial in January 1992 - Present
Agent at Northwestern Mutual in January 1992 - December 1999
Central Michigan University, B.S. in Business, August 1987 to August 1991
At Horizon Financial, we are woman owned business serving northern Michigan for over 32 years. We offer comprehensive financial planning and wealth management with a CFP and an MBA on staff. We were born and raised here. Our team can provide more in-depth service with our client-to-team member ratio is 35:1. We have a 95% client retention rate. Clients tend to stay with us and refer us to others. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Discover more about Horizon Financial
Story-Driven Communicator | Comm Arts Student
- Support client-facing marketing and communication initiatives - Organize and manage marketing materials - Assist with content creation, branding, and professional communications - Coordinate printing and distribution
CFP®- Horizon Financial
Client Support Associate at Horizon Financial
(Sep 2024 – Present)
Managing Director at Horizon Financial
Managing Director at Horizon Financial
(May 1999 – Present)
Senior Mortgage Broker at Horizon Financial
Senior Mortgage Broker at Horizon Financial
(Oct 2022 – Present)
Director of Marketing at Horizon Financial
Completed Lead Follow Up for Dave Ramsey and Smart Asset Leads.
Provided exemplary customer services to clients and prospects.
Panned and Executed Client & Prospect Events.
Acted as a liaison between the registered representative and their clients while following FINRA guideli...
Client Services and Operations Associate
Client Services and Operations Associate at Horizon Financial
(Jun 2026 – Present)
What is Holly Gallagher email address?
Email Holly Gallagher at [email protected] and [email protected]. This email is the most updated Holly Gallagher's email found in 2026.
What is Holly Gallagher phone number?
Holly Gallagher phone number is +12319416669.
How to contact Holly Gallagher?
To contact Holly Gallagher send an email to [email protected] or [email protected]. If you want to call Holly Gallagher try calling on +12319416669. (updated on July 2026)
What company does Holly Gallagher work for?
Holly Gallagher works for Horizon Financial.
What is Holly Gallagher's role at Horizon Financial?
Holly Gallagher is Certified Financial Planner™, Accredited Investment Fiduciary® and the owner of Horizon Financial
What industry does Holly Gallagher work in?
Holly Gallagher works in the Financial Services industry.
