What sets us apart? Our core belief that investors deserve customized, confidential, unbiased solutions.
We are independent. We answer only to our clients. With no corporate mandates clouding our work, we focus on you and your goals. Our independence is critical to our flexibility in providing you unbiased investment choices. Our commitment to clients is built on trust, confidentiality and integrity. We scour the financial universe of investment products to find the best fit for you and your goals.
McCullagh Financial Services is committed to making your goals a reality.
We help clients with a variety of financial goals:
- Saving for a child’s education
- Finance and budget management
- Retirees seeking reliable income
- Wealth management
- Asset protection strategies
McCullagh Financial Services:
- A steady hand of experience to help guide you through the market ups and downs
- An independent firm dedicated solely to helping you achieve your goals
- Professional investment guidance with personal attention to your financial needs