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Review Keywords Analysis

  1. US
  2. MA
  3. Boston
SUMMARY   Services Excellence Summary

In 2013, Mark G. McGonagle established Chestnut Hill Wealth management group. McGonagle, the Managing Director of Chestnut Hill Wealth Management Group, has twenty years of investment experience. He designs strategies that help families and individuals with many financial planning questions. McGonagle also has extensive knowledge of various foundations, endowments, and corporate 401k or pension plans. McGonagle holds a Master of Business Administration degree from Boston College's Wallace E. Carroll School of Management and a Bachelor of Science from Northeastern University in Economics. He has held the positions of Branch Manager, Registered Principal, and Financial Advisor in his time as an Investment Advisory and Brokerage Industry professional. McGonagle, a registered broker at The Financial Industry Regulatory Authority (FINRA), has FINRA Series 7, 24, 63, and 65 certifications. McGonagle is a veteran of serving as Chair for various committees at charitable foundations. McGonagle resides in Wayland MA with his children. He enjoys coaching and leading various activities. Additionally, Mr. McGonagle is a keen golfer, skier, and squash player.

 

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Chestnut Hill Wealth Management Group Reviews: 2. Average Rating: 3.0
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