Harry A. Mcwilliams, Cpa, Pfs

Harry A. Mcwilliams, Cpa, Pfs Email and Phone Number

Managing Partner @
Harry A. Mcwilliams, Cpa, Pfs's Location
Colmar, Pennsylvania, United States, United States
Harry A. Mcwilliams, Cpa, Pfs's Contact Details

Harry A. Mcwilliams, Cpa, Pfs work email

Harry A. Mcwilliams, Cpa, Pfs personal email

n/a

Harry A. Mcwilliams, Cpa, Pfs phone numbers

About Harry A. Mcwilliams, Cpa, Pfs

My background in various investment functions serves as a foundation to help me provide comprehensive advice to my clients to help them pursue their financial goals.Specialties: Retirement plans, College Savings, Life Insurance, Tax- efficient investing, IRAs, Portfolio ReviewsSecurities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.mygfsonline.com.

Harry A. Mcwilliams, Cpa, Pfs's Current Company Details
Granite Financial Solutions, LLC

Granite Financial Solutions, Llc

Managing Partner
Harry A. Mcwilliams, Cpa, Pfs Work Experience Details
  • Granite Financial Solutions, Llc
    Managing Partner
    Granite Financial Solutions, Llc Nov 2005 - Present
    Colmar, Pa
    Securities Offered Through LPL Financial, Member FINRA (www.finra.org) and SIPC (www.sipc.org)Comprehensive independent financial consulting including:IRA's401k'sCollege SavingsLife InsuranceRetirement PlanningCash Flow AnalysisInvestment Portfolio AnalysisFor a list of states in which I am registered to do business , please visit www.mygfsonline.com .
  • Rbc Dain Rauscher
    Investment Associate
    Rbc Dain Rauscher Jan 2003 - Nov 2005
    View
  • Wachovia Securities
    Financial Advisor
    Wachovia Securities Jan 2002 - Jan 2003
    View
  • Penn Mutual/Penn Series Funds
    Manager
    Penn Mutual/Penn Series Funds Jan 1994 - Jan 2002
  • Penn Mutual
    Manager - Variable Accounting
    Penn Mutual 1994 - 2002
    View
  • Delaware Group Mutual Funds
    Auditor/Accountant
    Delaware Group Mutual Funds Sep 1990 - Feb 1994

Harry A. Mcwilliams, Cpa, Pfs Education Details

Frequently Asked Questions about Harry A. Mcwilliams, Cpa, Pfs

What company does Harry A. Mcwilliams, Cpa, Pfs work for?

Harry A. Mcwilliams, Cpa, Pfs works for Granite Financial Solutions, Llc

What is Harry A. Mcwilliams, Cpa, Pfs's role at the current company?

Harry A. Mcwilliams, Cpa, Pfs's current role is Managing Partner.

What is Harry A. Mcwilliams, Cpa, Pfs's email address?

Harry A. Mcwilliams, Cpa, Pfs's email address is ha****@****lpl.com

What is Harry A. Mcwilliams, Cpa, Pfs's direct phone number?

Harry A. Mcwilliams, Cpa, Pfs's direct phone number is +161056*****

What schools did Harry A. Mcwilliams, Cpa, Pfs attend?

Harry A. Mcwilliams, Cpa, Pfs attended Providence College, Monsignor Bonner.

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