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Neil J. Mccarthy

Neil J. Mccarthy

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N. J. McCarthy & Associates

Financial Advisor Roswell, GA

3 reviews  •   Write a Review

Call 770-992-• • • •  Show

420 Boyne Cir

Roswell, GA 30076-4452

Reviews of Neil J. Mccarthy

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by Anonymous
ago

Well versed on the Market, Mututal Funds, Taxes, and IRS

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

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Anonymous
ago

Neil is amazing!

Saved us thousands on our taxes, and helped with our Portfolio. He is one of the most reputable and bright CFP in the business.

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Duration: current

Services: Tax Planning, Financial Planning, Investments, Home Insurance, Retirement Planning, Life & Disability Insurance

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Anonymous
ago

Neil excels in all areas of Financial Planning, Estate Planning, and Tax Advice.

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 ̶ ...
+ Read Full Review

Duration: current

Services: Tax Planning, Financial Planning, Tax Preparation, Investments, Retirement Planning, Life & Disability Insurance, Estate Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

Please Note: In the event that a user determines to write a review regarding any of the Financial Advisors, the user warrants and represents that he/she/it has done so as his/her/its own voluntary act, and has not been requested to do so by any of the Financial Advisors. Please Remember that user comments regarding any of the Financial Advisors are specific to each user’s experience and may not be indicative of the experience of others.

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