portrait of Mary Cavanaugh-Marsh
FINANCIAL ADVISOR

Mary Cavanaugh-Marsh

CEPA®, AAMS™
549 E Plaza Cir Suite B, Litchfield Park, AZ 85340opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Backpacking
  • Golfing
  • Mountain Biking
  • Tennis
  • Traveling

Team Members

  • Kate Jent
    Sr. Branch Office Administrator
    FPQP®
  • Deb Vallow
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(623) 935-3138

Fax

(888) 494-6293

Office Address

549 E Plaza Cir Suite B
Litchfield Park, AZ 85340opens in a new window

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