Stephen Mactavish Email & Phone Number

MacTavish Financial is a full service financial consulting firm offering professional advice and portfolio management to families and small businesses.We focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives. By building a long lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future.Our services and strategies include:- Retirement planning- Investment planning- Small business strategies- Insurance / Risk management- Education planning- Tax strategies- Estate planning- Gifting strategiesMacTavish Financial is supported by the resources of the independent broker/dealer, LPL Financial. This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL has no proprietary products to sell, we have the freedom to offer you personalized guidance and investment recommendations.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, 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 our website at: www.MacTavishFinancial.com

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  Illinois Wesleyan University