call McGrath508-281-5890

Investing

Kevin B. McGrath AIF®

Michelle Chausse
Registered Representative

Brenda Phillips
Senior Paraplanner

Maria Lima

Account Access


Planning & Aggregation Access


Tools, Calculators & Resources

OUR PROCESS:

1
Discovery and goal assessment.
2
Analysis of current assets, risk tolerance and resources.
3
Review a plan
of action and implementation based upon the premise that returns are random but risk may be more predictable.
4
Monitor your plan including changes in goals, resources, market conditions and health.

Watch how to stay on top of your financial life

Check out the background of firms and investment professionals on FINRA’s BrokerCheck Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisor, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC to residents of: Arizona, California, Colorado, Connecticut, DC, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Missouri, Minnesota, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Vermont, Virginia. Cambridge and McGrath Companies℠ Inc., McGrath Advisors℠ Inc., McGrath Insurance℠ Advisors LLC, McGrath Insurance℠ Brokerage Inc., and McGrath Companies℠ Inc. are not affiliated.