Margaret McMahon, Financial Advisor located in Palatine, IL

Financial Advisor
Margaret McMahon

CEPA®, AAMS®
110 N Brockway Suite 340a, Palatine, IL 60067opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • New Investors
  • Intergenerational Planning
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Hiking
  • Crocheting/Knitting

Team Members

  • Lisa Miller
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(847) 794-3080

Fax

(888) 290-7205

Office Address

110 N Brockway Suite 340a
Palatine, IL 60067opens in a new window

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