US Wealth Management - Farmington Valley

US Wealth Management - Farmington Valley Tim McCarthy, CPA/PFS is an Independent Wealth Advisor of Great Valley Advisor Group, Inc., headquartered in Avon, CT. Member FINRA/SIPC.

Tim's firm provides a high level of client-focused service as a hallmark of comprehensive retirement and financial planning. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or compl

eteness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

02/13/2024

David Booth explains why investors may be underestimating the positive impact of embracing uncertainty.

11/09/2023

Speaking to your children about money is not easy, but speaking to parents can be even tougher.

John has defined a quick overview of three of the necessary components of a complete financial and estate plan, particul...
11/09/2023

John has defined a quick overview of three of the necessary components of a
complete financial and estate plan, particularly for the older generation.
Use this as a starting point to develop a more complete plan for yourselves
and your parents.

Speaking to your children about money is not easy, but speaking to parents can be even tougher.

John has defined a quick overview of three of the necessary components of a complete financial and estate plan, particul...
11/09/2023

John has defined a quick overview of three of the necessary components of a complete financial and estate plan, particularly for the older generation.
Use this as a starting point to develop a more complete plan for yourselves and your parents.

Speaking to your children about money is not easy, but speaking to parents can be even tougher.

11/04/2023

Like the boost in strength that comes from consistent training over time, your investments benefit from a long-term time horizon.

10/12/2023

We can learn a lot about investing simply by looking to the lessons that life teaches us every day.

04/05/2023

It can be exciting to try to pick winners in the NCAA basketball tournament. But March Madness is different from investing in the stock market.

02/09/2023

Many investors know the concept of diversification. Don’t put all of your eggs in one basket, spread your risk. But is it always well coordinated?

01/17/2023

Seeking Professional CPA
Farmington Valley CPA/Financial Planning firm seeks individual interested in developing expertise in tax preparation and planning for high net worth individuals and families. Should have at least 3 years of solid tax experience with tax return preparation. Firm is undergoing significant growth. Rapid advancement is the goal for the right person. Immediate start.
Please contact Sue Davies at 860-676-2246 or [email protected]

Address

30 Tower Lane
Avon, CT
06001

Telephone

+18606768635

Website

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