James G. McGrath,  CFP<sup>&reg;</sup> - Financial Advisor

James G. McGrath, CFP®

CPA, CLU

President

Financial Strategies, Inc.

7608 Quintana Ct, 7608 Quintana Ct
Bethesda, MD 20817
FINANCIAL ADVISOR'S WEBSITE
(301) 984-7750

General

James McGrath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Strategies, Inc. in Bethesda, MD and the surrounding communities.

Financial Advisor Experience

Since the early '80s, I have believed that taxes and Financial Planning go hand in hand. we prepare the taxes of most of our clients and help plan with those we do not.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - CLU

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Getting Married, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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