Stephen T. Mcginn

Stephen T. Mcginn Email and Phone Number

Financial Advisor at McGinn Financial Services @ McGinn Financial Services
Stephen T. Mcginn's Location
Malvern, Pennsylvania, United States, United States
Stephen T. Mcginn's Contact Details

Stephen T. Mcginn work email

Stephen T. Mcginn personal email

n/a
About Stephen T. Mcginn

Stephen T. McGinn, CFP®, ChFC®, CFS®I am founder of McGinn Financial Services, and offer over 25 years of experience in helping individuals, professionals, and small-business owners develop, implement, and maintain long-term financial plans. I specialize in providing advice on retirement planning, education planning, estate planning, and insurance protection. I currently hold FINRA Series 6, 7, and 63 securities licenses; and life and health insurance licenses. I have earned the CERTIFIED FINANCIAL PLANNER™ certification, and Chartered Financial Consultant® (ChFC®) and Certified Fund Specialist® (CFS®) professional designations.I uphold an ethical standard to put my clients’ interests ahead of my own. My experience and continuing education have prepared me to meet the advanced financial planning needs of individuals, professionals, and small-business owners and have equipped me with the skills to evaluate and compare financial measurements and benchmarks, as well as the knowledge and tools needed to recommend a suitable and efficient portfolio for clients.I am an active member of the Chester County Chamber of Business and Industry, the Delaware County Estate Planning Council, the Chester County Estate Planning Council, the Delaware County Attorney/CPA Forum, and the Financial Planning Association.I am located at:1600 Paoli Pike, Suite 200Malvern, PA., 19355I am licensed in the states of AZ, CA, CO, DE, FL, GA, MA, MO, NC, NJ, NY, OH, PA, SC, TN, and TX.Please visit www.mcginnfinancialservices.com for more informationRegistered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. McGinn Financial Services and Cambridge Investment Research, Inc. are not affiliated.Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Stephen T. Mcginn's Current Company Details
McGinn Financial Services

Mcginn Financial Services

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Financial Advisor at McGinn Financial Services
Stephen T. Mcginn Work Experience Details
  • Mcginn Financial Services
    Financial Advisor
    Mcginn Financial Services Jan 2001 - Present
    Malvern, Pennsylvania, United States

Stephen T. Mcginn Skills

Retirement Planning Estate Planning Education Planning Insurance Protection Certified Financial Planner Chartered Financial Consultant Certified Fund Specialist Financial Advisor Series 6 Series 7 Series 63

Stephen T. Mcginn Education Details

Frequently Asked Questions about Stephen T. Mcginn

What company does Stephen T. Mcginn work for?

Stephen T. Mcginn works for Mcginn Financial Services

What is Stephen T. Mcginn's role at the current company?

Stephen T. Mcginn's current role is Financial Advisor at McGinn Financial Services.

What is Stephen T. Mcginn's email address?

Stephen T. Mcginn's email address is st****@****xel.edu

What schools did Stephen T. Mcginn attend?

Stephen T. Mcginn attended Drexel University.

What skills is Stephen T. Mcginn known for?

Stephen T. Mcginn has skills like Retirement Planning, Estate Planning, Education Planning, Insurance Protection, Certified Financial Planner, Chartered Financial Consultant, Certified Fund Specialist, Financial Advisor, Series 6, Series 7, Series 63.

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