BFB Gallagher

Company Overview

BFB Gallagher consults on Executive Benefits, Benefit Liability Management, and Institutional Asset Management. We provide credit unions and other non-profit organizations with solutions for recruiting, rewarding, and retaining talented executives, including innovative methods for offsetting those costs. BFB designs, implements, and services plans for the life of the account. Our customized solutions ensure federal and state regulatory compliance in meeting your specific needs, from board education and design to implementation and administration. BFB’s proprietary online portal provides clients and participants with account access, on-demand reports, accounting entries, and more. BFB earned the NAFCU Preferred Partner designation for Executive Benefits and Compensation Consulting Services.

Services Provided

Executive Retirement Benefits
Succession Planning


Liz Santos

4250 Congress St. #225
Charlotte,  NC 28209-4615