Liam McGann

As a Financial Planner, Liam services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Liam can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

QUALIFICATIONS

• Liam’s expertise stems from over 12 years in the finance industry, including managing equity portfolios for clients at an investment firm – Columbus Advisory Group
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7, 63 and 65 Securities Licenses

PERSONAL

• Graduate of the University of Miami, receiving his BS in Environmental Conservation & Management
• Currently resides in Sunnyside, NY
• In his free time, he enjoys surfing, sailing, running, hiking and traveling around the world

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck