Warren Poe's Contact Details

Warren Poe's Company Details

McGill Advisors, Inc.

Charlotte, NC, US • 20 - 49 Employees
Financial Services

McGill Advisors, Inc., formerly Select Consulting, Inc., was formed in 1999 to assist dental clients of The McGill Hill Group implement successful investment strategies and navigate the complex investment decisions required to achieve and maintain financial independence. We serve clients all over the country, with our Wealth Managers speaking at many national, regional and state dental meetings and relationships currently in more than 45 states. In addition to a national presence, experience is also something we pride ourselves on, with our Wealth Managers having over 60 years of combined investment management experience. We believe in exceptional customer service and a team approach in taking care of our clients. Our client relationships are designed to include several professionals knowledgeable about your investment accounts and available to serve you and your individual needs. Our wealth management team will be involved in all aspects of your relationship. We offer you a complete solution to implement all of your investment needs. The path toward financial success can be difficult to navigate alone; however, with our affiliation and access to The McGill & Hill Group resources, we can guide today's dental professional every step of the way.