Investments

Serving the financial needs of older adults

Bill McCarthy and Associates is a Registered Investment Advisor in the State of Ohio and Mr. Bill McCarthy is a Licensed Investment Advisor.

We are able to advise and sell almost any kind of financial product whether it be an insurance product like an annuity or a stock or bonds or mutual funds or just about anything you could want. We are not a captive agency so we are not limited as to what we can sell nor are we told by any upper management what we must sell today. On the contrary, we offer advice on what is best for our clients without any outside influences.

Investments should be very personal choices. Your advisors should take in account your entire situation, your future needs, your goals and offer a variety of choices for you to choose from. Because everyone’s circumstances change over time, no one investment should be forever.

Most of our clients are older adults who have little or no risk tolerance. They want to know that their money is safe, that it is getting a competitive rate of return and that it is protected, as much as possible, from unforeseen catastrophes. They want to know that their hard earned money will be there if they need it and there to pass it on to their family when the time comes.

At Bill McCarthy and Associates every client is unique. We tailor solutions based upon your unique criteria. We are not limited in our offerings and we work for you, not upper management.

Call us today at 1-800-654-1774 to see how we can build and protect a financial future for you.