McGrath Advisors

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

33 Lyman St Ste 301, Westborough, Massac...

Phone Number

(508) 281-5890

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About McGrath Advisors

McGrath Advisors Inc is a financial advisory firm located in Westborough, MA, dedicated to helping clients optimize their assets and resources. They offer a wide range of services, including investment planning, retirement strategies, estate planning, and insurance solutions. Their experienced team provides ongoing guidance and tailored strategies to meet the unique needs of their clients. The firm targets individuals and families seeking comprehensive financial advice and robust financial planning services.Explore more
McGrath Advisors's Social MediaPopular SearchesMcgrath Advisors IncMcgrath Insurance Brokerage IncMcgrath Companies IncMcGrath AdvisorsMc Grath CoSIC Code 62,628NAICS Code 52,523Show more

McGrath Advisors Org Chart

PhoneEmail
EP
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
BP
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Paraplanner

PhoneEmail

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Compare insights from companies similar to McGrath Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McGrath Advisors

<$5M
1-10
Private
-
2013
EP
Ellis PfahlInvestment Advisor & Representative
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
1992
LF
Larry FleetProduct Manager, Electronic Security
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AC
Angelique CorpuzSenior Client Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McGrath Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McGrath Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McGrath Advisors.

McGrath Advisors Tech Stack

A closer look at the technologies used by McGrath Advisors

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Frequently Asked Questions Regarding McGrath Advisors

What is McGrath Advisors's official website?
McGrath Advisors's official website is www.mcgrathadvisors.com
What is McGrath Advisors's Revenue?
McGrath Advisors's revenue is <$5 Million
What is McGrath Advisors's SIC code?
McGrath Advisors's SIC: 62,628
What is McGrath Advisors's NAICS code?
McGrath Advisors's NAICS: 52,523
How many employees does McGrath Advisors have?
McGrath Advisors has 1-10 employees
What industry does McGrath Advisors belong to?
McGrath Advisors is in the industry of: Finance, Securities Trading
What is McGrath Advisors competition?
McGrath Advisors top competitors include: LifeWorth Financial, Capital Financial Benefit Solutions, Cape Cod Wealth Strategies & Insurance Services, Full Spectrum Financial Solutions
What technology does McGrath Advisors use?
Some of the popular technologies that McGrath Advisors uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, AppRiver
How do I contact McGrath Advisors?
McGrath Advisors contact info: Phone number: (508) 281-5890 Website: www.mcgrathadvisors.com
What does McGrath Advisors do?

McGrath Advisors Inc is a financial advisory firm located in Westborough, MA, dedicated to helping clients optimize their assets and resources. They offer a wide range of services, including investment planning, retirement strategies, estate planning, and insurance solutions. Their experienced team provides ongoing guidance and tailored strategies... to meet the unique needs of their clients. The firm targets individuals and families seeking comprehensive financial advice and robust financial planning services.Read More

What are McGrath Advisors social media links?
McGrath Advisors Linkedin page
Is McGrath Advisors a public company?
McGrath Advisors is private company therefore does not currently have an official ticker symbol
See more information about McGrath Advisors

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