Mary  McGrath,  CFP<sup>&reg;</sup> - Financial Advisor

Mary McGrath, CFP®

CPA

Executive Vice President

Cozad Asset Management, Inc.

2501 Galen Dr, PO Box 3669
Champaign, IL 61826-3669
FINANCIAL ADVISOR'S WEBSITE
(800) 437-1686
(217) 356-8363

General

Mary McGrath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cozad Asset Management, Inc. in Champaign, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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