Expertise.com Rating
Review Sources
- 5.0 (4)
Why choose this provider?
McFawn Financial Services Group, LLC, is an independent financial advisory office based in Troy that has been providing financial planning and investment management solutions for the past 30 years. The company offers financial advice regarding various matters, such as education, income tax, estates, and retirement. It also handles investment and asset management, cash flow management, budget analysis, and life insurance analysis. Company president Patrick McFawn has established a donor-advised fund, Hearts and Hand, to help families in Rochester.
- Certified Financial Planner (CFP)
- CFA Charterholder
- Financial Planning