420 Boyne Cir
Roswell, GA 30076-4452
Reviews of Neil J. Mccarthy
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Mr. McCarthy assisted us in setting up our Mututal Fund account with TD Waterhouse, and his recommendations have paid off, he has also handled tax problems for us, reduceing what the IRS stated was our liability. He fol ...
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Duration: 1-3 years
Services: Tax Planning, Financial Planning, Tax Preparation, Investments, Retirement Planning, Life & Disability Insurance
Saved us thousands on our taxes, and helped with our Portfolio. He is one of the most reputable and bright CFP in the business.+ Read Full Review
Services: Tax Planning, Financial Planning, Investments, Home Insurance, Retirement Planning, Life & Disability Insurance
I hired Neil a few years ago after a terrible experience with a local planner in New England. Neil has helped me with my Stock Portfolio, Insurance advice, estate planning, and tax advice. Neil is direct, extremely professional, and has a ̶ ...
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Services: Tax Planning, Financial Planning, Tax Preparation, Investments, Retirement Planning, Life & Disability Insurance, Estate Planning
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