Company

McGrath Financial & Retirement Svcs, Inc was founded with the goal of assisting our clients in every aspect of their financial lives. For years we’ve provided the most personal service available, earning a reputation of excellence in our industry. We strive to help all of our clients achieve financial stability and security, providing them with financial independence.

McGrath Financial’s emblem is a sailboat, with the acronym: S.A.I.L. The letters stand for "Secure And Inspired Life." Striving for security and peace of mind in retirement, enables you to better experience and enjoy what is most important to you. Whether it is family, church, community, philanthropy, hobbies or travel, our commitment is to plan appropriately for you and your family. Our goal is to help you live "Secure and Inspired Lives."

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go. We will advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our company is based on the principle that education and understanding of your current financial situation is vital to your financial future. We would welcome the opportunity to find out if we’re a good fit for your financial needs.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (870) 492-4400.