The Consistent MFS Process That Guides You To Financial Success
1. A confidential review of your personal and financial data to achieve a financial solution custom-made for you.
2. An action plan designed to meet your specific needs, which can be modified at any time as your goals change.
3. Investment selection and continued monitoring so you know exactly what you’re investing in at all times, and how it’s performing.
Additional Reasons To Entrust Your Future With McAuley Financial Services:
1. Three-time winners of the Professional Business Service of the Year Award (West Ottawa Board of Trade).
2. A Better Business Bureau A+ rated company.
3. Volunteer members of Advocis, the association for financial planners.
4. Professionally Trained and Certified Financial Planners (CFP).