Thomas M. McGrath,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas M. McGrath, CFP®

Wealth Advisor

The Colony Group

3 Atrium Dr Ste 265
Albany, NY 12205-1491
(518) 482-5777

General

Thomas McGrath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Colony Group in Albany, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Annuities, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

More

Helpful Financial Planning Resources