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Thomas S. McCartney

Long Term Care
Insurance
Financial Planning
Wealth Management
Founding Principal
My Advisor & Planner LLC
65 N. River Ln.
Suite 212
Geneva, IL 60134

Phone: 630-457-4068
Fax: 630-445-0042
License Numbers: FINRA Series 7, 24, and 66. National Insurance Producer #237711
Additional Information:

We work as an essential part of a client's virtual team of advisors partnering with their Estate Planning Attorney, CPA, Business Valuation, and any other relevant professionals.   Our services include:

  • Fiduciary Investment Management.
  • Life and Long Term Care Insurance.
  • Retirement Plans.
  • Financial Planning

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