About us
Our team believes financial planning and investing is a process, not an event. We focus on long-term strategies to help you reach your goals and objectives. We strive to be your trusted advisory team, providing you with personalized service, a strategy for helping to mitigate your investment risk, and a vision for the future. While we are prudent business people with an eye for detail, we also bring the human touch to our business. We realize solid relationships are built on trust, mutual respect, and open communication. We work every day to give you that! McFawn Financial Services Group, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
- Website
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http://www.mcfawnfinancial.com
External link for McFawn Financial Services Group, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Troy, MI
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Overall Financial Planning, Retirement Planning, Cash Flow Analysis, Asset Management, Life Insurance Analysis, Education Planning, Income Tax & Estate Planning, Long Term Care Insurance Analysis, and Budget Analysis
Locations
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Primary
340 E. Big Beaver Ste. 140
Troy, MI 48083, US
Employees at McFawn Financial Services Group, LLC
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Dale White, CFP®, CPA
Financial Advisor at Raymond James Financial Services, Inc.
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Patrick McFawn, CFP®, CPA
President at McFawn Financial Services Group LLC
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Steve McFawn
Registered Representative at McFawn Financial Services Group, Raymond James Financial Services
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Amy Hanna
Client Services Associate at McFawn Financial Services Group, LLC