Megan John Advisory, LLC
Financial Planning | Tax | Advisory
Megan John Advisory, LLC is a New York-based firm currently in the process of registration with the State of New York.
The firm is being built to provide thoughtful, practical financial guidance for individuals, families, and small business owners, with a focus on long-term planning, tax awareness, and real-world decision making.
About Megan
Megan John, CFP® has worked in financial planning and client service for several years, supporting individuals and families with financial organization, investment coordination, and planning implementation.
Prior to founding Megan John Advisory, LLC, Megan worked in the registered investment advisory industry and has experience supporting high-net-worth households, business owners, and multigenerational families.
Megan is a CERTIFIED FINANCIAL PLANNER® professional.
Website Status
A full website is currently under development.
Contact
Megan John, CFP®
megan@meganjohnadvisory.com
516-518-9829
41-25 149th Place, Unit 1L
Flushing, NY 11355
Important Disclosure
Megan John Advisory, LLC is currently pending registration with the State of New York. Information contained on this website is provided for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to purchase, any advisory services. Advisory services will only be offered after all applicable registration requirements have been satisfied