David McMahon, Financial Advisor located in South Windsor, CT

Financial Advisor
David M McMahon

CFP®
263 Oakland Road, South Windsor, CT 06074opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Employee Stock Options
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Golfing
  • Volunteering
  • Music

Team Members

  • Janet Devanna
    Sr. Branch Office Administrator
  • Kari Clark-Julian
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(860) 648-2952

Fax

(877) 222-1408

Office Address

263 Oakland Road
South Windsor, CT 06074opens in a new window

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