Focused on you & Your Goals
McGinn Financial Services is a full-service firm dedicated to helping our clients protect and grow their hard-earned assets.Your choice to work with McGinn Financial Services is the first step in getting guidance based directly on your needs and goals.
We work with individuals, business owners, and professionals, with retirement planning being our primary focus.
We’ll collaborativelly develop a retirement plan focused on your specific goals.
We work to establish your portfolio with an asset allocation that is consistent with your goals.
Asset Protection/Life Insurance
What if you were to experience a sudden death, injury, or illness? Would your loved ones be cared for?
Group Retirement Plans
Through careful planning, your company can offer a retirement plan that helps employees feel appreciated.
A Little About Us
We are a full-service firm dedicated to helping our clients protect and grow their hard-earned assets. Your choice to work with McGinn Financial Services is the first step in getting guidance based directly on your needs and goals. We are not bound to any insurance or investment companies, so we have the freedom to structure our business in a manner that best serves our clients.
“Coming together is a beginning. Keeping together is progress. Working together is success.”
– Henry Ford
We work collaboratively with our clients’ other advisors and out partners – third-party money managers, independent third-party administrators, and insurance brokers to help our clients navigate through their plan. We are an independent financial services firm, but we are not alone.
Your Personal Financial Website
At McGinn Financial Services, you will have your own personal financial website where, through the process of aggregation, all of your financial information will be privately and securely consolidated in one place. Your account values will be updated daily, thereby keeping your plan updated daily – in line with current market and economic conditions.
Ready to Plan your financial future?
McGinn Financial Services
1600 Paoli Pike, Suite 200 – Malvern, Pennsylvania, 19355 | Phone: 610-560-0290 | firstname.lastname@example.org
Registered 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.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, GA, HI, LA, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
This site may contain third-party links. The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.