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Megan Financial Services,

1583 Duckhorn St NW, Concord, NC 28027View on Map


We're a group of financial planners with various backgrounds of expertise. We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Megan Financial we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too. You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time. Megan Financial has well over 30 years of financial-planning experience between it's planners. We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Investment Management
    Retirement Planning, Financial Planning, Investment Management, Life Insurance, Retirement Insurance Planning, Health Insurance, Personal Insurance, Investments, Retirement Plans, Life Insurance Policy, Retirement Strategy
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  • 10 - 15 Years
  • 1583 Duckhorn St NW
  • By Appointment