Julie McCarthy, Financial Advisor located in Grove, OK

Financial Advisor
Julie A McCarthy

ChFC®, AAMS®, CRPC™
906 S Main Street, Grove, OK 74344opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Aviation
  • Football
  • Spending Time with Family
  • Traveling
  • Volunteering

Team Members

  • Angie Davis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(918) 786-6066

Fax

(877) 222-1232

Office Address

906 S Main Street
Grove, OK 74344opens in a new window

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