Interview with Kevin McCarthy, President of McCarthy Financial Group, P.A. – Discussing How to Maxim

Since 1987, Kevin McCarthy has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin has been able to guide his clients in proper asset allocation offering each client a clear and personalized perspective with consistent performance.

In 1993, Kevin founded McCarthy Financial Group, PA, a family owned, full-service financial planning firm. Built on honesty, integrity and personal service, McCarthy Financial Group seeks to improve our clients’ sense of security when it comes to their financial future. Through his practice, Kevin has been able to complement each one of his clients by offering a very simple approach: identify the client’s needs and goals, design and implement a plan of action, and more importantly, monitor and evaluate performance regularly and revise the plan as needed.

As a Licensed Insurance Agent, Securities Licensed Registered Representative and Investment Advisor Representative, Kevin understands how necessary it is to have access to virtually every investment and estate-planning vehicle to better benefit his clients. Kevin is qualified and licensed to offer a variety of fixed insurance products such as annuities, life insurance, and long-term care, as well as a full range of registered securities from stocks, bonds, mutual funds, and CD alternatives.

Learn More: https://www.mccarthyfinancialgroup.com/



Kevin C. McCarthy is a registered representative of and offers Securities and advisory service through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member FINRA & SIPC; MAS and McCarthy Financial Group, P.A. are not affiliated companies.
Registered Investment Advisor – A170302
Investing involves risk, including the potential loss