Brian J. McGivern,  CFP<sup>&reg;</sup> - Financial Advisor

Brian J. McGivern, CFP®

President

Stonestreet Financial, Inc.

532 Page Street
Stoughton, MA 02072
FINANCIAL ADVISOR'S WEBSITE
(781) 436-5421 CONNECT WITH Brian
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General

Brian McGivern is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stonestreet Financial, Inc. in Stoughton, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance: Massachusetts
  • Health/disability insurance: Massachusetts
  • Fixed annuities: Massachusetts

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Bankruptcy, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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