andrea-mccarthy_a57b676832834feebd63820f301325b6

Andrea McCarthy

Financial Professional

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, College Funding Strategies, Student Loan Refinancing

English

Preparing for the next step in life is not always easy. Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you are simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

Coverpath - Get a quote for term life insurance
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

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Secaucus Satellite Office - Hugo Carvajal, Sales Managers

300 Lighting Way, Suite 320 Secaucus, NJ 07094
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Secaucus Satellite Office - Hugo Carvajal, Sales Managers Office