Jeffrey D. McCready
While I work with a wide range of clients, I specialize in serving hard-working families and individuals to help them pursue their retirement goals. I work with business owners and their employees, individuals and families to help meet their retirement, insurance, investment, and estate planning needs.
With over 22 years of experience I have persevered through good markets, bad markets and the worst recession since the Great Depression. My experience has given me knowledge and discipline to provide sound financial advice to all my clients. I tailor each of my client’s specific financial needs around their risk tolerance and investment goals. Taking action is the key to your success and I will make a plan to get you there.
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
The Next Step
The knowledge and access to products to provide you excellent and cost-efficient protection.
Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.