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Main Office: 971-204-1200
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mbmartin@mccoyfoatwmg.com
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If you'd like to explore the possibilities and discover if McCoy Foat Wealth Management Group might be a good fit for you, request a complimentary portfolio assessment. You can test-drive our financial planning services – no strings attached!
Advisory services offered through McCoy Foat Wealth Management Group (MFWMG). Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. McCoy Foat Wealth Management Group and IFG are not affiliated. Office of Supervisory Jurisdiction: 340 Oswego Pointe Drive, Suite 204 Lake Oswego OR 97034.
Consult McCoy Foat & Co CPAs for tax advice. MFWMG and IFG do not offer tax or legal advice.
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