McCarthy Asset Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 3 Lagoon Dr, Redwood City, CA 94065
- Phone
- (650) 610-9540
- Website
- mamportfolios.com
- County
- San Mateo County
Hours
- Monday: 9 AM–6 PM
- Tuesday: 9 AM–6 PM
- Wednesday: 9 AM–6 PM
- Thursday: 9 AM–6 PM
- Friday: 9 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
McCarthy Asset Management is a financial planning firm in Redwood City, serving clients across San Mateo County and the Peninsula. We help individuals and families build a clear, long-term plan for their money, from investment management to retirement and future planning.
Our team takes the time to understand where you are today and where you want to go, then puts a practical plan in place to get you there. Clients often tell us they appreciate working with people who are genuinely invested in their financial well-being and who make complex decisions feel manageable.
We are proud to be a local firm that knows the Peninsula and the goals of the families and professionals we serve.
Learn more and explore our services on our website.
Our team takes the time to understand where you are today and where you want to go, then puts a practical plan in place to get you there. Clients often tell us they appreciate working with people who are genuinely invested in their financial well-being and who make complex decisions feel manageable.
We are proud to be a local firm that knows the Peninsula and the goals of the families and professionals we serve.
Learn more and explore our services on our website.