Joseph McCarthy CFP

Record last updated 2020/04/27 Comment on this info .Update this info

Narrative

I am a Certified Financial Planner,who has been in busines since 1979.I specialize in Wealth Management and all areas of Insurance.Regarding the Investment component of my practice we will work together to determine your goals while being mindful of your risk tolerance level.Whereas the Insurance provided by me includes:Life,Disability,Health ,Auto and Home.i am an Insurance broker ,who not only is competent in the aforementioned areas of Insurance but acts as an independent broker on your behalf.My clients like the idea of one stop shopping.

Consultant Specialties

• Money Management Specialist (Financial Planner)
• Savings & Retirement Planning (Financial Planning)

Ages Served

• Birth to 3
• 3 - 4
• 5 - 8
• 9 - 13
• 14 - 18
• 19 - 22
• 23 – 59
• 60 +

Accessibility Features

• Able to serve clients in their wheelchair
• Services at Home
• Services at School
• Services at Work

Additional Information

• Areas of Concentration: Wealth Management and Insurance
• Hours: By Appointment Only