Perrigo Magner McCarthy - UBS Financial Services Inc. is a reputable financial advisory firm based in Brookfield, WI. With a team of experienced wealth management professionals, they offer insight-based advice to help clients achieve their financial goals and secure their future. Committed to providing quality strategies tailored to individual needs, their mission is to be the primary source of financial advice for their clients.
The team at Perrigo Magner McCarthy is dedicated to developing long-term relationships with clients through exceptional client service. Led by David Perrigo, a seasoned Wealth Advisor with a strong community service background, and supported by Lynn Magner and Lee McCarthy, both accomplished Financial Advisors, they offer a range of services including retirement planning, asset management, education planning, and trust and estate planning. With their expertise and commitment to client success, Perrigo Magner McCarthy is a trusted partner in financial planning.
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