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Josh Gallogly

Tax Preparer
Managing Member and Founder, CERTIFIED FINANCIAL PLANNER™ at Milestones Financial, LLC
Grandview Heights Ohio 43212

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I serve clients age 50+ by providing long-term, professional advice on things like reducing their tax bill, investing smarter, and creating retirement income.

Contact Details

Company Name
Milestones Financial, LLC
Company Logo
Milestones Financial, LLC Company Logo by Josh Gallogly in Grandview Heights OH
Location
1504 West First Avenue
Suite 301
Grandview Heights, Ohio, 43212
United States

Professional Background

Year Established
2021
Hours of Operation
By appointment only
Accepted Forms of Payments
I use an independent, third-party payment system in which clients can securely input their banking information or checking/debiting (ACH) enabled brokerage account and pay fees. I do not have access to your banking information at any time. You will be provided with a secure portal in order to make or schedule payments.
Credentials
I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent (EA) of the IRS, which EAs are the only federally licensed tax practitioners who specialize in taxation.
Honors & Awards
https://milestonesfin.com/

About Josh Gallogly

Josh Gallogly, CFP®, EA

Since 2002, Josh Gallogly has had a love-hate relationship with the financial services industry.

For starters, Josh loves being able to help people with their relationship with money, which is one of the most powerful relationships in one’s life. However, he hates how many in the financial services industry use their knowledge for their own financial benefit over their clients’ long-term financial well-being.

From his first internship at a big Wall Street firm to his time spent in the corporate office of a large insurance and financial services company, Josh learned the true motivations of these institutions and how the financial services industry, by and large, works for (and against) real people.

In 2007, after several years of unfulfilling work in the financial services industry, Josh decided to pursue a different career where he could actually help people. Josh became a Registered Nurse (RN).

Working in an acute care hospital setting for more than 11 years taught Josh a lot about life, including just how short and precious it is. During this time, and for obvious reasons, Josh was the go-to person for many of his hospital colleagues when they had personal finance questions. Some of the most anxiety-ridden questions he received were from folks approaching retirement who were unsure where to go to get financial advice and recommendations. After repeatedly having this same conversation, that’s when Josh knew that he could make an “advice-only” financial planning firm work.

In 2021, he registered his own independent, fee-only financial planning firm, Milestones Financial, LLC, where he serves his clients in a true fiduciary capacity by putting their needs first 100% of the time. 

A graduate of The Ohio State University, Josh holds a Bachelor of Science in Human Ecology (majoring in Family Financial Management) and a Bachelor of Science in Nursing. Josh is also a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent (EA) of the IRS.

To learn more about Milestones Financial, LLC and Josh Gallogly, CFP®, EA, please visit https://milestonesfin.com/