Patrick McFawn - Raymond James

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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16 Years

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(248) 619-0090Call Visit WebsiteVisit Website Map & DirectionsDirections340 E Big Beaver Rd Ste 140Troy, MI 48083 Write a ReviewWrite Review

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Patrick McFawn - Raymond James

Tax Planning
With the data and financial information provided by you, our team will then analyze and evaluate your financial status. Taking into account your stated investment objectives, goals, and values as well as your investment risk tolerance, we will develop a recommended plan and any associated planning strategies, customized for your particular circumstances. Depending on your needs, your plan may include a statement of financial position, budgeting and cash flows, retirement planning, estate and/or tax planning, insurance planning (including long-term care), and education planning.

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Places Near Troy with Financial Planning Consultants

Birmingham (6 miles)
Royal Oak (8 miles)
Bloomfield Hills (9 miles)
Madison Heights (9 miles)
Sterling Heights (9 miles)
Ferndale (11 miles)
Southfield (12 miles)
Oak Park (12 miles)
Rochester (13 miles)
Warren (13 miles)

More Info

Extra Phones

Phone: (248) 434-5025

Payment method

discover

Location

Troy Officentre

Neighborhoods

Downtown Troy, Troy

AKA

Raymond James Financial

McFawn Financial Service Group

McFawn Financial Services Group, LLC

Financial Svc Mcfawn

Other Links

https://mcfawnfinancial.com

http://www.mcfawnfinancial.com

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Stock & Bond Brokers

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Details

Phone: (248) 619-0090

Address: 340 E Big Beaver Rd Ste 140, Troy, MI 48083

Website: https://mcfawnfinancial.com

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Patrick McFawn - Raymond James

Tax Planning
With the data and financial information provided by you, our team will then analyze and evaluate your financial status. Taking into account your stated investment objectives, goals, and values as well as your investment risk tolerance, we will develop a recommended plan and any associated planning strategies, customized for your particular circumstances. Depending on your needs, your plan may include a statement of financial position, budgeting and cash flows, retirement planning, estate and/or tax planning, insurance planning (including long-term care), and education planning.
Charitable Giving
Witnessing acts of kindness makes one feel increased love, energy and happiness. Kindness decreases pain, stress and anxiety. The team members at McFawn Financial want to make a difference in our community with acts of kindness and charitable giving, and we challenge our family, friends and clients to do the same. Here is a list of recipients of our acts of kindness, we have included links if you would also like to share some kindness.
Tax Services
Income Tax

Investment Management
We consider financial planning and investment management to be a long-term on-going process, not a one-time event. We have processes in place to review and evaluate your portfolio and financial plan not only for your particular goals and objectives, but also for changing market conditions. Also, changes occur in everyone’s life and can be a reflection of changing attitudes, goals, or life events; changes can be expected or unexpected. These changes may warrant additional adjustments to the overall financial plan. In addition to standard portfolio reviews, planning updates, and meetings, we have processes in place to make sure you are contacted on a routine basis in the event any changes arise. Our processes and systems will help assure that you keep abreast of your financial situation, whether during a time of status-quo or a time of change.
Mutual Funds
Kristin LaPado joined McFawn Financial Services in 2022 as a Client Service Support Specialist. She graduated from Michigan State University with a Bachelor of Arts Degree in Journalism with a specialization in Public Relations. Prior to joining McFawn Financial, she spent many years working in financial client services directly assisting clients and as a representative for a mutual fund company in Arizona. Kristin works closely with the other members of the McFawn team, while supporting the financial advisors and servicing the needs of clients.
Bonds

Accounting Services

Financial Planning
Our team believes financial planning and investing is a process, not an event. We focus on long-term strategies to help you reach your goals and objectives. We strive to be your trusted advisory team, providing you with personalized service, a strategy for helping to mitigate your investment risk, and a vision for the future. While we are prudent business people with an eye for detail, we also bring the human touch to our business. We realize solid relationships are built on trust, mutual respect, and open communication. We work every day to give you that!
Retirement Planning
In addition to meeting with individuals and families to help meet their financial goals, Pat is a mentor and works closely with other members of the team on client’s overall financial and retirement planning and insurance needs. Pat and his wife Mary live in Rochester Hills and are actively involved in their community. Pat currently sits on the board of a non-profit organization called On My Own of Michigan, which provides support to individuals with developmental disabilities as they build and maintain their independence. Outside of these activities, Pat also enjoys golfing, traveling, reading, watching sports, and spending time with his grandchildren.
Annuities
Long Term Care
Asset Management
Steve McFawn is a Registered Representative and financial advisor with McFawn Financial Services Group. He has been a securities representative since 2016, an Accredited Asset Management Specialist since 2017, and has been licensed for insurance in the state of Michigan since 2018. He graduated from Western Michigan University in 2009 and began his career in the logistics industry before moving over to the financial services industry in 2016.
College Funding

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