Fagan Associates

At Fagan Associates, we are a team of experienced financial advisors dedicated to helping you prepare for your financial future. With over 31 years of experience as an Independent Financial Advisor, we take personal pride in handling the individual needs of all our clients. Our team is committed to protecting the financial future of our clients, and we do this by providing personalized financial planning, investment management, and business/corporate services.

Our Services

We offer a range of services designed to help you achieve your financial goals. Our Retirement Planning services help you prepare for a comfortable retirement, while our Financial Planning services help you create a comprehensive plan to achieve your financial objectives. Our Investment Management services help you grow your wealth, and our Business/Corporate Services help business owners and corporations achieve their financial goals.

Retirement Planning

We understand that retirement is a significant milestone in life, and we help our clients prepare for it by creating a personalized retirement plan. Our plan takes into account your income needs, expenses, and financial goals, and helps you create a sustainable income stream in retirement.

Financial Planning

Our financial planning services are designed to help you achieve your financial goals. We create a comprehensive plan that takes into account your income, expenses, assets, and debts, and helps you create a roadmap to achieve your financial objectives.

Investment Management

We offer investment management services that help you grow your wealth over time. Our team of experienced investment advisors creates a personalized investment plan that takes into account your risk tolerance, investment horizon, and financial goals.

Business/Corporate Services

We offer business and corporate services to help business owners and corporations achieve their financial goals. Our services include financial planning, investment management, and retirement planning for businesses.

Why Choose Us

At Fagan Associates, we are committed to providing exceptional service to our clients. We take a personalized approach to financial planning, investment management, and business/corporate services, and we are dedicated to helping our clients achieve their financial goals.