MG Financial

Finance · Vermont, United States · 11-50 Employees

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Overview

Headquarters

104 Woodland Dr, Barre, Vermont, 05641, ...

Phone Number

(781) 848-1119

Revenue

<$5 Million

Industry

Finance Securities Trading

About MG Financial

MG Financial LLC, founded in 1996 by Mary E. Gilligan, Esq., specializes in serving high net worth individuals, their families, and private foundations. The firm is dedicated to providing unbiased financial counsel, comprehensive wealth planning, and investment management solutions while prioritizing clients' interests. With over 35 years of experience, MG Financial adopts a fiduciary approach to wealth management, offering services that include investment management, financial and estate planning, and philanthropic strategies. Their goal is to simplify clients' financial complexities, allowing them to focus on what matters most to them and their families.Explore more
MG Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

MG Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MG Financial

<$5M
11-50
Private
-
2000
MG
Mary GilliganFounder & Principal & CEO & Chief Information Officer
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
1-10
Private
-
2020
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
1-10
Private
-
-
MT
Matthew TheilPartner, Chief Investment Officer
<$5M
1-10
Private
-
2015
MS
Michael StantonFinancial Planner
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
Illustration of an envelope

MG Financial Tech Stack

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Frequently Asked Questions Regarding MG Financial

What is MG Financial's official website?
MG Financial's official website is www.mgfinancial.com
What is MG Financial's Revenue?
MG Financial's revenue is <$5 Million
What is MG Financial's SIC code?
MG Financial's SIC: 62,628
What is MG Financial's NAICS code?
MG Financial's NAICS: 52,523
How many employees does MG Financial have?
MG Financial has 11-50 employees
What industry does MG Financial belong to?
MG Financial is in the industry of: Finance, Securities Trading
What is MG Financial competition?
MG Financial top competitors include: FCA Corp, Stanton Financial Planning, Westover Capital Advisors, Lynx Investment Advisory
What technology does MG Financial use?
Some of the popular technologies that MG Financial uses are: WordPress.org, PHP, Cloudflare Website Optimization, HubSpot Marketing Free
How do I contact MG Financial?
MG Financial contact info: Phone number: (781) 848-1119 Website: www.mgfinancial.com
What does MG Financial do?

MG Financial LLC, founded in 1996 by Mary E. Gilligan, Esq., specializes in serving high net worth individuals, their families, and private foundations. The firm is dedicated to providing unbiased financial counsel, comprehensive wealth planning, and investment management solutions while prioritizing clients' interests. With over 35 years of experi... ence, MG Financial adopts a fiduciary approach to wealth management, offering services that include investment management, financial and estate planning, and philanthropic strategies. Their goal is to simplify clients' financial complexities, allowing them to focus on what matters most to them and their families.Read More

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

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