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Brendan M

Series 66

Malvern, PA

Cambridge Investment Research Advisors

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked for United States Liability Insurance and the University of Scranton. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stephen M

CFP®, ChFC®, Series 63

Malvern, PA

Cambridge Investment Research Advisors

Stephen McGinn is a CFP® and ChFC® with 37 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2008. His prior experience includes roles at Principal Financial Services and 1717 Capital Management Company. Outside of his advisory work, McGinn is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of investment strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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