Our Team
Richard Mullaney, CLU
Financial Advisor
Dick has been in the insurance and financial services field since 1977. He is a graduate of Hamilton College and earned the CLU designation in 1991. Dick is a former President of the Hartford Chapter of the Society of Financial Services Professionals.
Dick believes in helping each person become confident in attaining his or her financial goals through participating in the financial planning process. One of the benefits of working with him is his ability to provide clear, easily understandable explanations of financial products and services. The personal program that Dick can provide is a roadmap to working toward a more secure financial future.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are licensed to sell Insurance Products in: CT,FL,MA,NC,NY,PA,VA
We are registered to sell Securities in:AZ,CA,CO,CT,DC,DE,FL,GA,ID,IL,MA,MD,ME,MI,MO,MS,MT,NC,NH,
NJ,NV,NY,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA
Joseph Gallant, CFP®, CRPC®
Wealth Management Advisor
Joseph Gallant believes that his clients deserve a personalized plan that is approachable in order to help them reach their financial goals. Joseph works with his clients to see the big picture and analyzes all of the contributing factors. He partners with clients to assess short and long term financial aspirations, time frames and individual risk tolerance to help clarify their path to pursuing financial success.
Joseph's service first, focused goal-based approach to financial planning not only ensures that each individualized plan meets the client's expectations, but also lays out the strategies to execute their plan successfully over time. He prides himself on his established methods that guide clients towards their financial targets in the most tax efficient manner. Although Joseph specializes in investment and retirement income planning, he also helps clients in the areas of Estate issues, Taxation, College Planning, Legacy and Succession Planning.
Joseph began his career in financial services in 2005 and joined Cetera Wealth Partners in 2021. He earned his Bachelor of Science in Business Administration with a major in Finance from the University of New Hampshire. Joseph is an Investment Advisor Representative with Series 7 and 66 securities registrations. He holds the Certified Financial Planner ® (CFP ®) and Chartered Retirement Planning Counselor designations (CRPC®) as well as Life, Accident and Variable product insurance licenses. Securities licenses held in CT, FL, ME, MA, NH, NY, and SC.
When not working, Joseph enjoys spending time in the outdoors golfing, fishing and skiing.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.