Company Name: McCarthy
& Associates
Address:
Phone: 773-774-6266
Fax: 773-774-7277
Email: Jmc5470@aol.com
Contact Person: Helmuts V. Lackajs
Type of Business: Investments
Types of Services Offered:
Founded in
1985 and located on the northwest side of Chicago in Edgebrook-Sauganash,
James M. McCarthy & Associates, Inc.
offers the services of Certified Financial Planner designees, Certified Senior
Advisors, Annuity & Long Term Care Insurance Advisors and Registered
Representatives (through National Planning Corporation). Specializing in a conservative,
one-step-at-a-time approach, “JMA”
takes a true client oriented, bottom-up approach to financial services and
needs. Focusing on retirement plans and
services, JMA works with businesses
in the areas of Pensions, SEP’s Simple IRA Plans,
401K’s, etc. Additional services to
individuals include Traditional and Roth IRA’s,
Conversion IRA’s, “kiddie” IRA’s and 529 plans.
Helmuts
V. Lackajs is a Partner of McCarthy & Associates, Inc.
He has been a Certified Financial Planner, since 1989. Helmuts is
currently President of the Gladstone
Park Chamber of Commerce, where he has also held the position of Treasurer
and Vice President. He is also the
President of the Jefferson Park Lions Club, which he has held for over 9
years. In 1999 the Lions honored him as
a Melvin Jones Fellow, the Lions highest International award.
Hours of Operation: Market Hours