When you trust us with your future, we take that seriously. Every relationship begins with a conversation so we can figure out the best way to help you reach your goals. We won’t even discuss specific solutions with you until we’re sure you understand everything you need to know about your financial picture. Then we’ll help you outline the best way to reach your short, mid, and long-term goals in a unified way. As you work with us, we’ll leverage innovative technology so that accessing your accounts and monitoring your progress is simple and convenient. We stay committed to continual communication with our clients, so they let us know as things change in their lives, and in turn, they never have to wonder whether their plan is current or on the right track.
We think planning for your future should be a satisfying experience, not a daunting one. We love the creative problem-solving that comes with designing a unified and goal-driven financial picture, and we’re committed to helping you create a strategy that addresses the unique circumstances of your life, not someone else’s. If you’re ready to transform your financial puzzle into a cohesive strategy and start meeting your objectives, we’d love to help you take the next step.
Brendan McCarthy and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Brendan McCarthy can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
NYLIFE Securities LLC offers Registered Representatives the resources of a full-service broker/dealer together with competitive investment products and services and a discounted cost structure for clients. As a registered broker/dealer, licensed insurance agency, and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities LLC can help us address the needs of almost every level of investor - from the novice to the sophisticated.
Brendan E. McCarthy has been in the insurance & financial industry since 1998. In 2001 Brendan chose to parlay his experience and passion for helping others to establish McCarthy Financial, LLC. Brendan understands that change is inevitable and that no person(s) situation is the same and is ever-changing. He takes great pride in relationships and the cultivation of those relationships. Brendan helps guide his clients to boost focus on what is most important to them; together they will formulize a strategy that can best protect and achieve their goals, while monitoring these strategies closely long term to help ensure the execution comes full circle.
Brendan focuses in working with individuals, families and small business owners. Brendan is a lifetime member of the Million Dollar Round Table*, has been a member of NAIFA since 2004 and a New York Life Insurance Company President's Council qualifier1 since 2007. Brendan has been a mentor to various advisors helping them to achieve their success within the organization. Brendan is passionate about giving back to others, so he stays involved with several organizations close to his heart, like the Jimmy Collins Foundation and the basketball program at Saint Anselm College.
Brendan graduated from Saint Anselm College and currently resides in Wellesley, MA with his wife Alison and their two children. When Brendan is not at the office he enjoys being outdoors, traveling and spending time with his family and friends.
1Council is an annual company recognition program based on agent production from July 1-June 30.
* The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance.
Marcos Navarro joined McCarthy Financial LLC in 2019 as a financial administrator. He provides solid and reliable assistance to our team and serves as a focal point of service to our clients. In addition to finance, Marcos has also had experience with Insurance, Project Management, and Training & Development.
Our clients are often faced with a variety of complex situations. Marcos presents a calm, helpful, and supportive demeanor as he handles client’s immediate needs, while patiently explaining procedures. While our clients experience open and frequent communication with their advisor, Marcos is an additional liaison between the clients and our team. Our team looks to him often throughout the planning process to draft necessary documents, collect data, provide account support, all while using our innovative tools.
Marcos graduated from Bay State College in 2007 with a degree from their Criminal Justice Program. There he developed a passion for research and solving puzzles, which translated perfectly to the Finance industry. He has over 6 years of experience as a financial administrator which has provided him exposure to many areas of finance, and he feels it is important to continually increase his knowledge, not only in the finance field, but also in other areas that will enhance his ability to serve clients.