Carole McNichol

Founder and President of McNichol Financial Group LLC

At McNichol Financial Group, we believe many small business owners, working class, and retirees need professional guidance in an ever-growing complex financial landscape.  

We also believe these same people are more time strapped than ever - and desire simplicity. 

Does this sound like you?

If so, let us show you an easy way.  The process employed by our team of professionals differs from other financial professionals who may focus on products or only on certain aspects of your finances.  Instead, we take a holistic approach by serving as the “concierge” for your broad financial needs which may include:

  • FINANCIAL PLANNING

  • INVESTMENT MANAGEMENT

  • INSURANCE

  • TAX EFFICIENT & ESTATE PLANNING STRATEGIES

Our main drive is to help bring financial order to your life... And keep it that way!