Journey Financial Planners, LLC
Journey Financial Planners, LLC (CRD# 147017) is a financial advisory firm headquartered in Concord, MA. They manage $11,500,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$638,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Margaret McGillin (CRD# 5095058) is an Investment Advisor Representative working at Journey Financial Planners, LLC in Concord, MA and has over 9 years of experience in the finance industry.
Neil Collins (CRD# 4574056) is an Investment Advisor Representative working at Journey Financial Planners, LLC in Concord, MA and has over 15 years of experience in the finance industry. Neil Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.