Edward Jones - Financial Advisor: Marty McMahon, CFP®

Services Offered

• Retirement planning
• Education savings
• Tax-smart investing

About

Marty McMahon is a Certified Financial Planner (CFP®) based in Windsor, Connecticut, providing comprehensive financial planning and investment guidance. He focuses on helping clients prepare for retirement, save for education, and engage in tax-smart investing strategies. As part of Edward Jones, Marty emphasizes the importance of face-to-face conversations to understand individual financial goals. His practice serves a diverse clientele, including individuals and families seeking to build long-term wealth and achieve financial stability.

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