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Patrick M

Series 65

West Newbury, MA

Main Street Financial Advisory LLC

Patrick Mc Coy is a financial advisor at Main Street Financial Advisory LLC with 25 years of industry experience. He holds a Series 65 designation and has worked previously at Lowell Blake & Associates Inc. and The Financial Advisors. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates with osseointegration prosthesis procedures. Main Street Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to build long-term portfolios, with both discretionary and non-discretionary client relationships.

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities
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