Organization: Merrill Lynch Financial Advisor Matthew Gallant
Industry: Social Services

Merrill Lynch Financial Advisor Matthew Gallant offers specialized financial guidance tailored to individuals and families navigating complex life transitions, often intersecting with the social services sector. Gallant works closely with clients who may be managing the financial implications of life events such as retirement, disability, divorce, elder care, or inheritance. His practice emphasizes compassionate financial planning, confidentiality, and long-term relationship-building to support clients in achieving security and peace of mind. While operating under a major financial institution, Gallant’s approach is highly personalized, focusing on client education and strategic planning sensitive to the challenges faced by families and individuals receiving or providing social services. The firm often collaborates with legal and healthcare professionals to create a multidisciplinary support network for clients. Clients particularly appreciate the firm’s experience in assisting caregivers, seniors, and individuals navigating public assistance or special needs planning. Gallant’s practice prioritizes goal-based strategies and offers a streamlined experience for those unfamiliar or overwhelmed by financial planning. Through a socially aware lens, he delivers reliable and ethical guidance that supports the well-being of individuals and their communities.

Key Services:

– Financial planning for caregivers, seniors, and individuals with disabilities
– Retirement income strategies and planning
– Assistance with long-term care and elder care funding
– Trust and estate planning in coordination with legal professionals
– Budgeting and wealth preservation for families in transition
– Goal-based financial guidance for individuals navigating life changes
– Educational seminars on financial literacy and planning
– Collaboration with social service providers for holistic support