Devin McGilloway, CPA®, PFS®

CONNECT

Address:

80 Garden Court
Suite 203
Monterey, CA 93940

Phone:

831.647.8445

Fax/Other:

831.647.1007

Products & Services

At DFG Wealth Advisors we provide assistance in the following areas:

Investment Advisory & Management Services

  • Active Asset Allocation Program
  • Assess Financial Goals
  • Determine Risk Tolerance
  • Define Investment Goals
  • Design Goal-Achieving Timelines

Financial Planning

  • Retirement
  • Education
  • Budget
  • Debt Reduction
  • Personal Financial Statement
  • Business Pension Plans

Tax Planning & Preperation for Our Clients

  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns
  • Tax Saving Recommendations

Insurance Planning

  • Health
  • Life
  • Disability
  • Long-term Care
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck