MEET THE TEAM

At our firm, we have the client—and only the client—in mind.

Client Centered

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

About Us

About Us

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

Our Mission

Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals.

Why Choose Us

Why Choose Us

Years of experience have prepared us to guide you through your life transitions.

What we Do

What we Do

At McCarthy Financial Group, P.A., we want to guide you through the rocky terrain that lies ahead in retirement.

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