Margaret McGillin (CFP®)

Margaret McGillin focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

Making sure spending, saving and investing is in alignment with goals and values. Balancing competing goal funding, including current demands and future aspirations. Tax Strategies, Life Transitions, Long Term Care Analysis, Legacy Planning. 

Additional Information

Fee-Only, Comprehensive & Holistic

Low cost, evidenced-based investment management

Team of 4 CERTIFIED FINANCIAL PLANNERS TM

NAPFA Start Date

March 24, 2017

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This Office

747 Main St Ste 120 Concord, MA 01742-3329 Phone: (978) 369-2911