Hannah McGrath - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Hannah McGrath, a certified financial planner with over 11 years of experience, specializes in tax and divorce financial planning in Raleigh.
Best for
- individuals seeking comprehensive financial planning
- clients needing strategies for tax and estate planning
- women looking for tailored financial strategies
Look elsewhere if
- looking for purely investment management without personal financial planning
- seeking minimalistic financial advice without a team approach
Specialties
- tax planning strategies
- women's financial strategies
- divorce financial planning
- retirement planning strategies
- charitable giving strategies
Certifications
- CFP®
- APMA®
- CDFA®
- AAMS®
- ADPA®
- AEP®
- AIF®
- AWMA®
- BFA™
What makes them different
- Hannah McGrath is a CERTIFIED FINANCIAL PLANNER®
- Recognized as one of AdvisorHub's Women Advisors to Watch in 2026
- Part of Forbes Best-in-State Wealth Management Teams from 2023 to 2026
- Offers personalized financial advice tailored to clients' life goals
- Focuses on comprehensive client needs through a collaborative team approach
- Years in business
- 11
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
- Phone
- 9192273199
- Website
- https://www.ameripriseadvisors.com/team/inspire...
- Hannah.Mcgrath@ampf.com
Services
- financial planning
- investment management
- estate planning
- insurance services
- education savings