Michael Mccarthy

Michael Mccarthy Email and Phone Number

Senior Investment Analyst at Bridgehaven Fiduciary Partners @
Michael Mccarthy's Location
Warren, New Jersey, United States, United States
Michael Mccarthy's Contact Details

Michael Mccarthy personal email

About Michael Mccarthy

For more than 10 years, I have acted as Operations Manager of Bridgehaven Financial Advisors, an independent full-service financial advisory practice. I am also a Senior Investment Analyst for Bridgehaven Fiduciary Partners, an independent consulting practice specializing in corporate and institutional retirement plans. I am committed to providing the highest level of personal service and professional integrity and I am dedicated to continuing education to the benefit of our clients.Away from the office, I enjoy spending time with my wife Amy and our pit bull rescue Milo.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on www.wfa.com/social. This information is intended for use by residents of NJ only.

Michael Mccarthy's Current Company Details
Bridgehaven Fiduciary Partners

Bridgehaven Fiduciary Partners

Senior Investment Analyst at Bridgehaven Fiduciary Partners
Michael Mccarthy Work Experience Details
  • Bridgehaven Fiduciary Partners
    Senior Investment Analyst
    Bridgehaven Fiduciary Partners May 2017 - Present
    Warren, Nj
    Bridgehaven Fiduciary Partners is an independent consulting practice specializing in corporate and institutional retirement plans. Our team-based consulting approach emphasizes the mitigation of fiduciary risk for retirement plan sponsors. Bridgehaven provides consulting services in the areas of plan administration, investment management, plan and regulatory compliance, and participant education.Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Bridgehaven Fiduciary Partners is a separate entity from WFAFN.Please contact me by e-mail at mjmccarthy@bridgehavenfp.com or by phone at 908-574-0211. I cannot respond to messages through LinkedIn.
  • Bridgehaven Financial Advisors
    Operations Manager
    Bridgehaven Financial Advisors Oct 2006 - Present
    Warren, Nj
    Bridgehaven Financial Advisors is an independent, full-service financial advisory practice affiliated with Wells Fargo Advisors Financial Network. We are committed to adding value to our clients by delivering comprehensive wealth management strategies. At Bridgehaven, we strive to become a member of our clients' trusted advisory team and help them simplify the many financial issues surrounding their families and businesses.Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Bridgehaven Financial Advisors is a separate entity from WFAFN.Please contact me by e-mail at mjmccarthy@wfafinet.com or by phone at 908-574-0211. I cannot respond to messages through LinkedIn.
  • Smith Barney
    Registered Associate
    Smith Barney Jan 2002 - Oct 2006
    Florham Park, Nj

Michael Mccarthy Skills

Retirement Plan Consulting Retirement Planning Financial Advisory Multigenerational Wealth Planning Estate Investment Planning Investment Planning Asset Allocation Tax Efficient Strategies Fixed Income Strategies Wealth Preservation Planning Investments Investment Strategies Financial Services Retirement Securities

Michael Mccarthy Education Details

  • Fairleigh Dickinson University
    Fairleigh Dickinson University
    Finance And Economics

Frequently Asked Questions about Michael Mccarthy

What company does Michael Mccarthy work for?

Michael Mccarthy works for Bridgehaven Fiduciary Partners

What is Michael Mccarthy's role at the current company?

Michael Mccarthy's current role is Senior Investment Analyst at Bridgehaven Fiduciary Partners.

What is Michael Mccarthy's email address?

Michael Mccarthy's email address is mj****@****ail.com

What schools did Michael Mccarthy attend?

Michael Mccarthy attended Fairleigh Dickinson University.

What are some of Michael Mccarthy's interests?

Michael Mccarthy has interest in Science And Technology, Children, Arts And Culture, Education.

What skills is Michael Mccarthy known for?

Michael Mccarthy has skills like Retirement Plan Consulting, Retirement Planning, Financial Advisory, Multigenerational Wealth Planning, Estate Investment Planning, Investment Planning, Asset Allocation, Tax Efficient Strategies, Fixed Income Strategies, Wealth Preservation Planning, Investments, Investment Strategies.

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