Edward Jones - Michael McCarthy, CFP®
I'm a local financial advisor who cares about you, and your families full financial goals. I build plans based on everyone's unique needs, and go far beyond. My clients stay with me because they know that I have their best interests at heart. I focus on my clients building an emergency fund, saving for college, planning for retirement, living in retirement, saving money on taxes, and building an estate plan, I have been fortunate to help close family members keep their goals on track.
- Business Planning
- Tax Planning
- Trust/ Estate/ Insurance protection