Business Details
About
Investment Service
We are an independent, fee-only financial planning and investment advisory firm that has been helping people invest wisely since 1999. Our mission is to help you better understand your financial situation and improve potential outcomes through comprehensive financial and tax planning.
One of our most important roles is to determine a suitable and appropriate asset allocation strategy by considering your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term and while we ignore the vagaries of short-term stock market fluctuations, we do make appropriate asset allocations adjustments to reflect changes in the investment environment and changes in your objectives.
Please read through this site to see how we can help you manage your money more wisely and achieve your financial goals. If you would like to discuss your specific situation, please email us at contacts@mamportfolios.com or click here to schedule a 30-minute introductory call. We promise to be a partner you can trust for intelligent advice, great service and value.
Location
McCarthy Asset Management Inc
3 Lagoon Dr, Ste 155, Redwood City, CA
94065, United States
Hours
Frequently Asked Questions About McCarthy Asset Management Inc
What services does McCarthy Asset Management Inc provide?
McCarthy Asset Management Inc is an independent, fee-only financial planning and investment advisory firm offering comprehensive financial and tax planning to help clients invest wisely and improve financial outcomes.
Where is McCarthy Asset Management Inc located?
McCarthy Asset Management Inc is located at 3 Lagoon Dr, Ste 155, Redwood City, CA 94065, USA.
What are the business hours of McCarthy Asset Management Inc?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact McCarthy Asset Management Inc?
You can reach McCarthy Asset Management Inc by phone at +1 650-610-9540 or by email at steve@mamportfolios.com.
What payment methods does McCarthy Asset Management accept?
They accept American Express, Cash, Discover, MasterCard, and Visa.
Since when has McCarthy Asset Management Inc been established?
McCarthy Asset Management Inc has been helping clients since 1999.
What language is primarily spoken at McCarthy Asset Management Inc?
English is the primary language spoken at McCarthy Asset Management Inc.
Are there any technology companies near McCarthy Asset Management Inc?
Yes, nearby technology companies include Celigo, Alation, Simpplr, TigerGraph, and Appdome, Inc. These companies reflect the vibrant tech community in the Redwood City area.
What nearby financial services are available around McCarthy Asset Management Inc?
Nearby financial services include Navigation Group, McKinley Financial Group, and advisors like Darien Tung - Private Wealth Advisor, and Thomas Quinby, providing potential collaboration or alternative financial resources.
What points of interest can I visit near McCarthy Asset Management Inc after my appointment?
You might enjoy visiting Redwood Shores Lagoon for a scenic view, the Point Bonita Lighthouse for its historical significance and park setting, or dining at nearby spots like Bay Bar or Waterside Grill and Lounge.