Margaret Flynn
Client Service Coordinator
Get to Know Margaret
Margaret Flynn brings 10 years of experience in the financial industry to her role as Client Service Coordinator at West Advisory Group’s Erie office. She works closely with the Planning Team to help prepare for client meetings and ensure each detail is thoughtfully organized, helping create a seamless experience for our clients.
Outside of the office, Margaret enjoys making the most of her time away from work. She loves traveling, discovering new restaurants, going for a run, and spending time with her dogs. Whether she’s exploring somewhere new or enjoying time at home, Margaret brings the same enthusiasm and attention to detail to life outside of work as she does to her role at WAG.
You Deserve a Team That Sees the Full Picture
We’re not just here to help you retire. We’re here to help you retire well.
And we believe that starts with clarity, confidence, and a strategy that brings it all together.
Ready to take the next step?
Call us today to schedule your first conversation.
Locations
NATIONWIDE | Virtual Consultations Available Coast to Coast
Pittsburgh | 8160 Perry Hwy, Pittsburgh, PA 15237
Erie | 1946 W 26th Street, Erie, PA 16508
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