Megan Skelly - IG Wealth Management

I applaud Megan's knowledge, insight and commitment in advising myself as a client. I feel very secure in her thoroughness and the financial advice given, going forward into retirement. Her wealth of knowledge in this area and the time committed to our portfolio is most impressive! Thanks, Megan.

Megan is a gem. She is kind, caring, professional and very knowledgeable. Her advice is honest and she easily tailored her suggestions to our unique circumstances. As someone not managing wealth so much as debt (and being somewhat embarrassed to share the details), she treated us with more respect than I expected. We look forward to meeting regularly with Megan in the future.

My account was transferred to Megan in December and over seven months later she still hasn’t reached out to me, I have called many times and I never get a response. I guess my money isn’t good enough for her, but it will be going else where.

When I talk to others about their experiences with their financial planners I just smile and say, well, you might want to consider talking to Megan. I feel well connected, respected and taken care of. I trust her and she delivers on the bottom line but she goes beyond that and discusses other pertinent topics that are important to the broader picture, all the while taking into account my personal objectives, personality and lifestyle.

If you are looking any financial advise, life insurance, financial planning, Megan is the obvious choice to go with, so visit her or give her a call.She'll take the overwhelming burden of financial options you have available to you, off your mind and clarifies which options are the best for you, which will put you at ease.She is very considerate of your opinion and wouldn't pressure you into making any decisions.She'll work with your schedule, so say if you can't leave the house for a meeting, because you're watching the kids, she'll stop by with that much needed coffee, even well past 5pm!So if you need life insurance, need help figuring out your retirement plan, or how to start saving for that vacation with or away from the kids.Give Megan a visit or give her a call.

Megan has been a dream to work with. Megan has the experience, knowledge, and interpersonal skills to be exactly what I need! Megan keeps me informed, helps me make decisions, and has changed my financial future significantly. As a busy professional and mom she meets me when I need and is easy to talk to, with no judgement or pressure. She keeps in touch, during Covid she has helped us make some great strategic choices. The best part is that I trust her and she saves me time, money, and energy.

Megan is great. She is very knowledgeable, informative, and conscientious of your particular situation. She built a plan specifically for me to reach my goals! Thanks Megan!

Megan does an excellent job of explaining the different options available for investing. She lays out an easy plan to follow to meet your retirement needs. She is very friendly and is an excellent listener.

Megan is a pleasure to work with. She is patient, kind and very helpful in determining how she can help you meet your goals. I never felt rushed or that she was too busy to help out. She was flexible to our unique needs and is honest regarding options that are available. In the past I always felt that if I didn't have a certain amount to invest then I wasn't wanted. Megan understands that wealth is grown over time and some clients may be starting out but creating those relationships now is important. If you are looking for honest advice on investments or life insurance, you need to talk to Megan.