About McCarthy Wealth And Tax Advisors
Reviews for McCarthy Wealth And Tax Advisors
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
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McCarthy Wealth and Tax Advisors provides professional and knowledgeable support for taxes and wealth management. The entire team is described as thorough, friendly, personable, and accommodating. They offer valuable advice and direction, handling complex tax issues to get the best possible results. Clients report confidence that their finances are in the best hands, noting excellent follow-up and a willingness to help with sensitive matters beyond just taxes. The service is consistently recommended as the very best.
Jerry and Christie are always great to work with. They are friendly, knowledgeable and passionate about their services. We always leave our meetings with them confident that our wealth is in the best hands possible.
I can’t say enough about how professional and accommodating this group is. Everyone I have dealt with bends over backwards to make everything just right. Not just taxes, but when I needed help with beneficiary paperwork after the loss of my mother they were right there to get the paperwork filled out correctly to avoid any delay. Def recommend using McCarthy to all my friends and family.
I have been with McCarthy Wealth and Tax Advisors for a very long time. I have the upmost respect and trust for this business. I have worked with Jessica most recently and she has been instrumental in helping with my investments and taxes. She has the best communication and is very easy to work with.