Patrick McCann

Patrick McCann

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6263
Fax: (610)325-6240
E-mail:

Professional Services

  • Life Insurance Planning
  • Executive Compensation Plans
  • Business Succession Strategies*
  • Estate Planning
  • Wealth Distribution  / Tax Efficient Distribution Strategies
  • Retirement Adequacy Study
  • Wealth Accumulation Strategies
  • Long Term Care Planning
  • Charitable Giving Strategies* 


Qualifications

  • B.B.A. Temple University
  • Financial Planner, New England Securities
  • Enrolled in the American College
  • National Association of Insurance and Financial Advisors


Personal

  • Married to Kristie
  • Three Children: Thomas, Stephanie and Patrick
  • Active with the Variety Club, The Children’s Hope Foundation, The American Cancer Society, The Flyers Wives Fight for Lives Carnival, Springfield Athletic Association, Lancaster Rescue Mission and Day Spring Christian Academy
  • Hobbies:  Reading, Basketball, Softball
  • Other Interests:  American History

 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Neither New England Securities nor its representatives provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.