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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Elaine McMahon is a financial advisor who is registered with the state of California and Hawaii. Natalie Elaine McMahon is a Certified Financial Planner. Natalie Elaine McMahon currently works with Main Street Research Llc. Natalie Elaine McMahon has been in the financial services industry since 2014. Natalie Elaine McMahon specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
08/22/2022 - Present
Main Street Research LLC (LAKEVILLE CT)
Active
Inactive
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