McCarthy Grittinger Financial Group LLC
Financial ServicesView the employees at
McCarthy Grittinger Financial Group LLC-
Maggie Mayer Operations Manager at McCarthy Grittinger Financial Group LLC
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Greater Milwaukee
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Rising Star
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Milwaukee
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Top 5%
Jacob Hornak, CFP®, EA Portfolio Manager & Tax Advisor at McCarthy Grittinger Financial Group LLC-
Milwaukee, Wisconsin, United States
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Rising Star
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Greater Milwaukee
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Top 5%
Alicia Nordwig, CFP®, AAMS® Financial Planner at McCarthy Grittinger Financial Group LLC-
Top 10%
Overview
McCarthy Grittinger Financial Group (MG Financial Group) provides investment advisory and financial planning services for individuals and families. Our primary service is ongoing investment management that utilizes a financial planning approach. We may also provide general counsel to clients in the areas of financial, tax, retirement, insurance and estate planning. We serve individuals only – not institutions, endowments or retirement plans. We are an independent, fee-only, financial planning and investment advisory firm. Trust is paramount in our business and we take our fiduciary responsibility very seriously. MG Financial Group does not approve or endorse any third-party communications on this site.
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