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portrait of Brendan McCarthy
FINANCIAL ADVISOR

Brendan McCarthy

CEPA®, AFFP®
220 N Broadway St, Union City, MI 49094opens in a new window
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About Brendan

Have you ever watched a talented team lose to an inferior team? You know the talent was there, but they weren't well organized, the execution was off, and you could see the breakdown in communication. A good coach can bring the team together, organize the players and create strategies to harness the talent. As your financial coach, we organize and simplify your game plan and work with other professionals to assure you have a team to make good decisions about investments, taxes and your estate.

As a Certified Exit Planning Advisor® (CEPA®), I provide additional benefits to business owners in...

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AFFP®

    AFFPUSA

Education

  • Central Michigan UniversityBachelor of Science

Personal Interests

  • Golfing
  • Spending Time with Family
  • Traveling
  • Hunting
  • Outdoor Enthusiast

Team Members

  • Danny Turner
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(517) 741-5993

Fax

(888) 253-9823

Office Address

220 N Broadway St
Union City, MI 49094opens in a new window

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