James M. McCabe
James M. McCabe, an Investment Advisor representative at McCabe Wealth Management, brings a fresh and insightful background to the realm of financial planning, tailoring strategies to meet individual financial goals and objectives.
Recognizing the paramount importance of client relationships and trust in financial planning, James actively collaborates with clients, attentively listening to their individual goals and constraints. By understanding their unique circumstances, James crafts personalized financial plans that serve as the foundation for customized investments and sound recommendations. This approach empowers clients to lead the lives they envision, both pre- and post-retirement. James extends his knowledge to provide comprehensive assistance in areas such as Retirement Planning Strategies, Investment Advisory Services, Money Management Strategies, College Planning, Asset Allocation Strategies, and Individual Stock Trading.
With over four years of experience in the finance industry, James began his professional career at Equitable Financial, dedicating two years to honing his expertise before assuming the role of Investment Advisor at McCabe Wealth Management. A proud Alumnus of the University of Connecticut School of Business, James earned his degree in Finance. Residing in his hometown of Glastonbury, James finds joy in outdoor pursuits, particularly as an avid fisherman.
Holdings : Series 7, 6, 63, and 65 licenses, James exemplifies a commitment to professional excellence and client-centric financial guidance.
James McCabe does not provide legal or tax advice.