Mc Collum Financial Group - Gouverneur, New York

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McCollum Financial Group: A Comprehensive Overview

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For individuals and families seeking reliable and experienced financial guidance, the McCollum Financial Group presents a potentially valuable option. Located at 55 E Main St #1, Gouverneur, NY 13642, this firm offers a range of financial services designed to meet diverse needs. With a telephone number of 52877878 and a website at mccollumfinancial.com, prospective clients can easily access further information and schedule consultations. The group specializes in acting as a financial consultant, assisting clients with investment strategies, retirement planning, and overall financial health. Furthermore, they operate as a life insurance agency, providing coverage options and expertise in this critical area of financial security. For those interested in navigating the stock market, the firm also functions as a stock broker, offering access to investment opportunities and market analysis.

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Services Offered

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The McCollum Financial Group’s service portfolio is deliberately tailored to address a broad spectrum of financial concerns. Here’s a breakdown of their key offerings:

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• Financial Consulting: This core service involves a thorough assessment of a client’s current financial situation, goals, and risk tolerance. The consultants then develop a customized plan to achieve these objectives, considering factors such as budgeting, debt management, and savings strategies.

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• Financial Planning: Going beyond simple advice, the group provides comprehensive financial planning, encompassing retirement planning, estate planning, education funding, and tax optimization. They help clients visualize their future and create a roadmap to achieve their long-term financial aspirations.

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• Life Insurance Agency: Recognizing the importance of protecting loved ones, the firm offers a wide selection of life insurance policies, including term life, whole life, and universal life. They assist clients in selecting the most appropriate coverage based on their individual circumstances.

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• Stock Brokerage Services: For investors seeking to participate in the stock market, the firm provides brokerage services, facilitating the purchase and sale of stocks, bonds, and mutual funds.

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Accessibility and Amenities

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The McCollum Financial Group demonstrates a commitment to accessibility. The office is equipped with a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Clients can also anticipate a comfortable and productive environment with standard restroom facilities available. Appointments are recommended to ensure dedicated attention and personalized service. This attention to detail reflects a dedication to serving clients effectively.

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Client Feedback and Reputation

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Currently, the McCollum Financial Group has 0 reviews on Google My Business, reflecting a lack of publicly available feedback at this time. The average opinion, therefore, is 0/5. This necessitates a cautious approach, as prospective clients should conduct their own independent research and due diligence before engaging with the firm. It’s important to note that the absence of reviews doesn’t automatically signify poor service; it may simply indicate a limited client base or a recent establishment. However, the lack of testimonials warrants careful consideration.

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Contact Information & Website

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Address: 55 E Main St #1, Gouverneur, NY 13642
\nPhone: 52877878
\nWebsite: mccollumfinancial.com

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Further Recommendations: Before scheduling an appointment, it's advisable to visit the firm's website to familiarize yourself with their services and approach. Consider contacting them directly to discuss your specific financial needs and determine if their expertise aligns with your goals. Requesting a preliminary consultation can provide valuable insights and establish a rapport with the team. Due to the lack of current client reviews, seeking references or testimonials from other clients would be prudent.

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In conclusion, the McCollum Financial Group represents a potentially suitable resource for individuals seeking comprehensive financial planning and investment guidance. However, given the limited publicly available feedback, thorough research and direct communication are strongly recommended to ensure a mutually beneficial partnership. The firm’s commitment to accessibility and a range of services positions it as a viable option, though prospective clients should exercise due diligence.

",
"summary": "McCollum Financial Group offers financial consulting, planning, life insurance, and brokerage services, but currently lacks online reviews, requiring careful consideration and direct communication for potential clients.",
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