Mark Colgan Email & Phone Number
Founder @ Plan Your Legacy, LLC
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Mark Colgan Location
- New York, United States
Mark Colgan Work
- 2014 -now President + Wealth Advisor @
- 2002 -now Founder @
- 2000 -2014 Company Owner @ Colgan Capital
- 1995 -1999 Investment Consultant @
Mark Colgan Education
- Rochester Institute of Technology
BS (Finance)
1990-1992 - State University of New York College at Potsdam
Economics (Economics)
1989-1990
Mark Colgan Skills
- Strategic Financial Planning
- Investments
- Finance
- Estate Planning
- Marketing
- Retirement
- Insurance
- Project Planning
- Financial Services
- Securities
- Strategic Financial
Mark Colgan Summary
- Mark Colgan, based in New York, United States, is currently a Founder at Plan Your Legacy, LLC. Mark Colgan brings experience from previous roles at Montage Wealth Mgmt, Colgan Capital and McDonald Investments. Mark Colgan holds a 1990 - 1992 BS in Finance @ Rochester Institute of Technology. With a robust skill set that includes Strategic Financial Planning, Investments, Finance, Estate Planning, Marketing and more. Mark Colgan has 2 emails on RocketReach.
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Top Plan Your Legacy, LLC Employees
Mark Colgan
Founder
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