Jane McCarthy

Background

About Jane McCarthy

I am an experienced and accomplished financial advisor with over 30 years of experience serving clients in the greater New York area. I am a Certified Divorce Financial Analyst (CDFA) and I am currently a Charted Financial Professional (CFP®) candidate as well as an Investment Advisory Representative and a FINRA accredited advisor with licenses in the Tri-State area, Florida. As a result of managing a unique and diverse client base, I have developed a practice that focuses on retirement pension planning as well as wealth preservation, asset management and investment strategies. I guide my clients through one-on-one meetings, where I can provide the best services for my clients; each one uniquely fitted to their special needs. My commitment to service extends to outside the workplace; I have been a leader and served on the financial committee for the local Girl Scouts of America and currently volunteers for the local Boy Scouts. I am a proud member of the Regional Dutchess Chamber of Commerce and Hudson Valley Business Network International. My goal is to help my clients achieve their financial goals by providing strategies for education, retirement, and estate planning. This is a life long relationship built on integrity, trust and honesty.