What Makes Us Different
 Mark Colgan holds a BS degree in Finance from Rochester Institute of Technology. He has been a Registered Representative since 1993 and a Certified Financial Planner™ professional since 1998. He also holds Series 7, 63 and 65 state and federal securities licenses as well as life and health insurance licenses. Prior to forming Colgan Capital, he served as vice president of McDonald Investments and was one of the youngest limited partners at Edward Jones & Co.
 What sets Colgan Capital apart is the combination of Mark’s personal experience coping with the untimely death of his wife; his depth of professional experience—including his prestigious —and our ability as an independent firm to tailor investment recommendations to the unique needs of each client.
In addition, our alliance with , an independent broker/dealer and division of AM&M Financial Services, along with , a Fidelity Investments Company and leading clearing firm, offers you the full range of world-class financial investment services and asset protection you’ll need for every stage of your life.
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