Why Choose Us

Since the inception of McCarthy Financial Group in 1995, I have had the distinct privilege of speaking before many different people and organizations; always with one goal in mind—to bring a new perspective and a trusted approach that would benefit those who take the time to listen.

Sharing my knowledge with others has been one of the most rewarding experiences of my career. To be in a position that I can give something to someone that would actually help them reach their financial future and goals, is truly more than I could have ever envisioned for myself or for my company. I am licensed to offer you an array of investment tools; however, it is my personal goal to first offer a financial plan based on honesty, integrity, and education.

McCarthy Financial Group has grown as a result of being good at what we do. However, our true success comes from why we do it. I created McCarthy Financial Group believing it to be an opportunity to offer people a place where their business really matters; a place you can come to for honest advice; a place you are considered family; a place where people actually learn about their finances; a place where new ideas bring forward a solid financial plan - tailored to your short and long term needs. We look forward to partnering with you to help you reach your financial goals.

-Kevin McCarthy

 
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.

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.

Meet the Team

Meet the Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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