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MC2 Financial Advisors, Inc.
       
 
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Additional information
 
MC2 Financial Advisors, Inc.
 
 
Overview: 

MC2 Financial Advisers is a fee-only and investment advisory firm based in Newtown Square. We provide investment advice and financial planning focused on maximizing investor education and minimizing unnecessary risks to our clients. As a Registered Investment Advisory firm, each principal of MC2 Financial Advisers, Inc. is a Certified Financial Planner and Certified Public Accountant.

WE SPECIALIZE IN
Savings Plans for Retirement
College Education
Estate Preservation
Traditional Investment
Tax Planning

OUR CERTIFICATIONS
CFP: Board Certified in Financial Planning
CPA: Professionally Licensed in Accounting, Taxes, and Finance
Compensation: Fee-Only, No Commision, No Conflict of Interest

OUR PROMISE
We work Solely for you and do not represent a larger institution
We integrate your investment, financial, and tax life
We provide a disciplined strategy that will give you assurance
We use no-load, low cost index mutual funds
We minimize your taxes
We meet with you for a comprehensive review twice a year
We never hold client funds and always use a 3rd party custodian
No Dinner Seminars that over-promise and under-deliver
No annuity or life insurance sales
History: 

Founded in 1998 by Francis B. McCullough, CPA, CFP, Principal.


 
 
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