Mary E. Finnegan

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Mary E. Finnegan is a financial consultant based in St. Louis, Missouri, affiliated with Oppenheimer. She specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Mary employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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