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Cynthia Anne Flannigan

Mainstreet Financial Planning, Inc.

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About Cynthia Anne Flannigan

Cynthia Anne Flannigan is a financial advisor with MainStreet Financial Planning, Inc., based in Los Gatos, CA. Cynthia has been in the industry since December 2012. She is registered as an Investment Advisor Representative in California, District of Columbia, Maryland, New York and Virginia. Cynthia is a CERTIFIED FINANCIAL PLANNER™. Cynthia's firm, MainStreet Financial Planning, Inc., provides financial planning, educational seminars and tax preparation services. The firm manages assets for individuals and other businesses.

Firm Information

Cynthia Flannigan is currently registered with Mainstreet Financial Planning, Inc.. Mainstreet Financial Planning, Inc. is a financial planning firm offering a variety of services, including financial planning, educational seminars, and tax preparation. They serve individuals and businesses.

Not reported

Assets Under Management

344

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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tax preparation services

Tax preparation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Cynthia Flannigan’s Registration & Firm History

CA

10/26/2018 - Present

Mainstreet Financial Planning, Inc. (LOS GATOS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Anne Flannigan.
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