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Patrick Mccarthy is listed as Financial Advisor, Investment Advisor Representative at Barnum Financial Group, a company with 504 employees, based in Stony Point, New York, United States. AeroLeads shows a matched LinkedIn profile for Patrick Mccarthy.
Patrick Mccarthy previously worked as Financial Advisor at M&T Securities Inc. and Financial Advisor at Chase Investment Services Corp.. Patrick Mccarthy holds J.D., Law from Quinnipiac University School Of Law.
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With over 20 years in the Financial Service Industry, I take a consultative approach to working with you, taking the time to develop a thorough understanding of who you are and what matters most to you. Based on your personal situation and your priorities, I help you develop a strategy to preserve and grow your assets to help fulfill your vision of your financial future. My commitment is to provide quality service and support throughout our relationship. AREAS OF SPECIALIZATION:- Retirement Strategies- IRA Consolidation/Rollovers- Asset Protection- Estate Conservation Funding Strategies- Education Funding Strategies- Mortgage Protection (through life insurance and disability income insurance)- Fixed & Variable Insurance Products- Auto and Home Insurance- Disability Income InsuranceI am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000.
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Stony Point, NY
Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New.
Wesley Hills, NY
Other employees you can reach at barnumfinancialgroup.com. View company contacts for 504 employees →
Nicholas Ferrie
Colleague at Barnum Financial Group
North Kingstown, Rhode Island, United States, United States
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IS
Isaurys S.
Colleague at Barnum Financial Group
Rahway, New Jersey, United States, United States
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PS
Patrick Shovlin, Cfp®
Colleague at Barnum Financial Group
New York, New York, United States, United States
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CK
Christopher Kusick, Lutcf
Colleague at Barnum Financial Group
Westport, Connecticut, United States, United States
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FB
Francisco Bignold
Colleague at Barnum Financial Group
Seattle, Washington, United States, United States
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KS
Klea Seferi, Msa
Colleague at Barnum Financial Group
Fairfield, Connecticut, United States, United States
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FP
Franco Piscitelli, Chfc, Cfp®, Aif®
Colleague at Barnum Financial Group
Killingworth, Connecticut, United States, United States
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JT
Joseph Todice
Colleague at Barnum Financial Group
Shelton, Connecticut, United States, United States
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RL
Robert Labulis
Colleague at Barnum Financial Group
Hamden, Connecticut, United States, United States
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KB
Kenneth B. Rounds
Colleague at Barnum Financial Group
Bristol, Rhode Island, United States, United States
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Quick answers generated from the profile data available on this page.
Patrick Mccarthy works for Barnum Financial Group.
Patrick Mccarthy is listed as Financial Advisor, Investment Advisor Representative at Barnum Financial Group.
Patrick Mccarthy is based in Stony Point, New York, United States while working with Barnum Financial Group.
Patrick Mccarthy has worked for Barnum Financial Group, M&T Securities Inc., Chase Investment Services Corp., and Bny Investment Center Inc..
Patrick Mccarthy's colleagues at Barnum Financial Group include Nicholas Ferrie, Isaurys S., Patrick Shovlin, Cfp®, Christopher Kusick, Lutcf, and Francisco Bignold.
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Patrick Mccarthy holds J.D., Law from Quinnipiac University School Of Law.
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