Michael McGinley
Principal & Co-Founder | Comprehensive Wealth Manager | wealthnest.com | Tax Advisor - wealthnesttaxservices.com
- Role
- Owner Tax Advisor at Wealthnest Planners
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
Experience
Owner Tax Advisor
May 2013 — Present · Phoenix, AZ, US
Wealthnest Tax Services, LLC is a tax preparation/strategizing firm.
Skills
- Series 66
- Long Term Care Insurance
- Investment Services
- Life Insurance
- Tax Preparation
- Series 7
- Estate Tax Planning
- Series 24
- Disability Insurance
- Investments
- Retirement Planning
- Wealth Management
- Licensed Life & Health Insurance Agent
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