Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Cornelius “Con” McCarthy is the founding member of CMC Investment Management, LLC and brings over 33 years of financial services experience to his clients. Based in Doylestown Pennsylvania, CMC Investment Management was...
Jeff has been helping generations of investors, families and small businesses, expand, manage, and preserve their assets and finances since as far back as he can remember. He was raised with a financially conscious focus and fiscal...