Sheila Mccarthy

Sheila Mccarthy Email and Phone Number

Insurance and financial strategy at Sheila McCarthy Insurance @
Sheila Mccarthy's Location
Greater Boston, United States
Sheila Mccarthy's Contact Details

Sheila Mccarthy phone numbers

About Sheila Mccarthy

Sheila owns and manages Sheila McCarthy Insurance. She supports farms, businesses and individuals with insurance and financial solutions. It is her mission to assist and empower motivated people to create an organized, protected and comprehensive financial situation, giving them the resources they need to create the life they want. She is committed to helping her clients achieve financial abundance that is secure and protected so they are free to focus on achieving their life vision – a life of joy, fulfillment, balance and contribution. Having worked in the corporate world as well as building her own agency, Sheila is uniquely positioned to understand the monetary issues of individuals, self-employed and small business owners.

Sheila Mccarthy's Current Company Details
Sheila McCarthy Insurance

Sheila Mccarthy Insurance

Insurance and financial strategy at Sheila McCarthy Insurance
Sheila Mccarthy Work Experience Details
  • Sheila Mccarthy Insurance
    Insurance And Financial Strategy
    Sheila Mccarthy Insurance Apr 2019 - Present
    Massachusetts
    Sheila's agency offers insurance and financial solutions for farms, businesses, entrepreneurs and individuals. She is committed to providing optimally designed protection packages and impeccable service to all of her clients.
  • The Bulfinch Group
    Financial Representative, The Bulfinch Group
    The Bulfinch Group Aug 2013 - Apr 2019
    Needham, Ma
    INDIVIDUAL PLANNINGSheila’s experience as a self-employed insurance broker positions her for understanding the challenges that individuals and small business owners face in trying to attain financial balance. She is well equipped to offer customized strategies: Asset & income protection Insurance premium financing Minimizing income/estate taxes Education funding Creating cash recovery strategies Maximizing retirement income Risk management Estate/Charitable planningBUSINESS PLANNINGGiven her robust background in sales and market management in the chemical industry, Sheila understands the challenges that large corporations face in providing competitive employee benefit packages. Insured/self-funded medical plans Group Retirement Plans Group life and disability Executive compensation Group dental Business Continuation Planning Voluntary benefits Deferred CompensationOriginally from New Jersey, Sheila moved to Massachusetts in 1993 and she, her husband and two daughters enjoy New England life. They enjoy travel, music, theatre, and good food and wine shared with friends. She still has family and life-long friends in New Jersey and cherishes time spent at the Jersey Shore.Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. SCL_2017-04-27T19:23:55.878 Exp. 5/19
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  • Superior Materials
    Account Specialist
    Superior Materials Mar 2012 - Aug 2013
    New England
    Raw materials for the paint, plastic and ink industries
  • S.P. Morell And Company
    Technical Sales Representative
    S.P. Morell And Company Jul 2010 - Mar 2012
    New England
    Raw materials for the paint, plastic and ink industries
  • Sheila Mccarthy
    Licensed Insurance Agent, Insphere Insurance Solutions
    Sheila Mccarthy Aug 2001 - Jul 2010
    Ma, Ri, Nh
    Customized benefit packages for the self-employed and small business owner.

Sheila Mccarthy Skills

Microsoft Office Customer Service Public Speaking Microsoft Excel Microsoft Word Powerpoint Research Teaching English Windows Outlook

Sheila Mccarthy Education Details

  • Lafayette College
    Lafayette College
    Chemistry
  • Radcliffe College
    Radcliffe College
    Marketing Certificate Program

Frequently Asked Questions about Sheila Mccarthy

What company does Sheila Mccarthy work for?

Sheila Mccarthy works for Sheila Mccarthy Insurance

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

Sheila Mccarthy's current role is Insurance and financial strategy at Sheila McCarthy Insurance.

What is Sheila Mccarthy's direct phone number?

Sheila Mccarthy's direct phone number is +178144*****

What schools did Sheila Mccarthy attend?

Sheila Mccarthy attended Lafayette College, Radcliffe College.

What are some of Sheila Mccarthy's interests?

Sheila Mccarthy has interest in Music, Originally From New Jersey, Theatre.

What skills is Sheila Mccarthy known for?

Sheila Mccarthy has skills like Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Powerpoint, Research, Teaching, English, Windows, Outlook.

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