Sorry this pro can’t do your job, but we know other pros who can. Check them out
About
At Janney Chris offers his extensive knowledge in investment management, modern portfolio theory, and holistic financial planning, helping individuals receive guidance on:
Retirement Income Planning
Portfolio Construction/Risk Management
College Savings
Small Business Retirement Planning
Executive Services (Employer Stock Options)
Estate Planning
Tax Planning
Chris holds his FINRA Series 6, 7, 63, and 66 and received the Chartered Financial Analyst designation from the CFA institute in 2019, while also receiving the Certified Investment Management Analyst designation (CIMA) in 2016.
Overview
Hired 5 times
Background checked
2100 employees
194 years in business
Business hours
SunClosedMon8:00 am - 8:00 pm
Payment methods
Ask this pro about their preferred payment method.
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
11 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Josh S.
Aug 10, 2021
•
Hired on Thumbtack
Easy choice going with Chris over the others. Took his time, got to know my situation, gave me a plan for free. Smart, knows his stuff. Plan on working LT with him.
Personal Financial Planning
James g.
Jul 22, 2021
Chris is extremely knowledgeable and professional and always has my best interests in mind. The plan he developed for me was balanced and diversified all at a reasonable fee. Highly recommend!
Charles R.
Jul 22, 2021
Chris consistently provides great insights while adding exceptional value. It’s clear he has my best interests at heart, and he makes investing and planning an easy and stress-free process. It is a pleasure working with and learning from him.
Rob K.
Mar 29, 2023
•
Hired on Thumbtack
Chris has been a pleasure to work with. Highly recommend
Personal Financial Planning
Jackie d.
Jul 22, 2021
Super knowledgeable and communicative with a positive attitude. Very professional and helpful for my needs - glad I found them!
Credentials
Background Check
Christopher Gagnier
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I offer a free introductory financial plan.
What education and/or training do you have that relates to your work?
Chris holds his FINRA Series 6, 7, 63, and 66 and received the Chartered Financial Analyst designation from the CFA institute in 2019, while also receiving the Certified Investment Analyst designation in 2016.
