Mcfee Financial Group
Our Mission: At McFee Financial Group, we are dedicated to empowering professional and executive families to pursue long-term financial success and security through comprehensive and personalized wealth management. As a fiduciary, we commit to acting with integrity, innovation, and insight in every aspect of our service, helping the protection and growth of your family's wealth for generations to come. Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC.(doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
107
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MM
Marjie McNamara
Client Service Manager · Customer/Client Service
EmailPhone - BM
Barbara McFee Peisert Fpqptm
Advisor · Finance & Accounting
EmailPhone - LM
Lauren McFee
Motivatior of the Next Generation · Education
EmailPhone - ND
Nate Dwyer
Paraplanner · Finance & Accounting
EmailPhone - RL
Robert Laylan
Paraplanner · Finance & Accounting
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Mcfee Financial Group
5 distinct titles indexed · top 5 shown.
- 3paraplanner
- 1advisor
- 1client service manager
- 1it project manager
- 1motivatior of the next generation
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