Jim McAfee
Registered Representative Investment Advisor Representative at Tfs Wealth Management
Based in Philadelphia, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Philadelphia
Industry
Financial Services
Company size
35
Contact information
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j•••••••@wealthtfs.com
Phone
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Background
About Jim McAfee
As an experienced advisor since 1994, I have assisted affluent families, businesses and corporate executives in making smart decisions to ensure success in meeting their long-term financial goals and thereby achieving financial independence. •I believe in custom, comprehensive approach involving goal-based financial planning, risk management solutions, active/tactical investment management, retirement and estate planning services. •My simplified welcoming process includes a values conversation and a no obligation second opinion of your current financial situation. •Please contact me to get started at jim@mcafeewealth.com.
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