141 West Main Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
CERTIFIED FINANCIAL PLANNER Practitioner
Jim McCarthy, an independent Certified Financial Planner™ practitioner, has been working as a financial professional for over 20 years. Jim has been helping clients build personalized financial plans since 2003. Professionals,...
Behavioral Financial Advisor
Christian is a graduate of Montclair State University where he completed his Bachelors of Science in Business Administration with a concentration in Marketing. Christian has over 7 years of experience in the financial services industry...
Client Service Associate (non-licensed)