Broker Check

McCabe Financial Group | MFG 

 At MFG, your financial plan is not just a static blueprint, but a dynamic roadmap that adapts to your unique journey. We are here to make sure your financial story unfolds precisely as you envision it. MFG planners understand the individuality of each client. Whether we're creating retirement income plans, navigating the complexities of estate strategies, or building your assets, we embrace a planning-first approach tailored to address your distinct needs. 

RETIREMENT INCOME PLANNING

INVESTMENT ACCOUNTS & RISK MANAGEMENT

TAX PLANS

ESTATE & GENERATIONAL PLANNING

COLLEGE PLANS

401(k) | 403(B) & PROFIT SHARING

VARIABLE & FIXED INDEX ANNUITIES

LIFE INSURANCE & LONG TERM CARE PLANNING

Plan the Work | Work the Plan

Start A Financial Plan

Start A Financial Plan

Start a Detailed Financial Plan | Work with an MFG Advisor 

Before we can build a plan to help you meet your financial goals, we’ll need to know more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Takes less than 5 minutes.

<strong>Redefining Risk Profile</strong>

Redefining Risk Profile



MFG Private Client | High-Net-Worth

MFG Private Client | High-Net-Worth

High-net-worth investors, those with assets exceeding $1,000,000 in investable assets, encounter a unique array of challenges when it comes to wealth management and financial planning. Navigating intricate investment decisions, strategizing estate tax liabilities,  and maximizing potential gains through tax efficiency become increasingly critical.

Our emphasis is on streamlining and enhancing the decision-making process in wealth management for this specific demographic.

Our Team

Dan McCabe

Dan McCabe

President

Tom McCabe

Tom McCabe

Director & Financial Advisor

Christy L. Walsh

Christy L. Walsh

Branch Operations Manager

Our Fiduciary Focus

McCabe Financial Group (MFG) fiduciary advisors. A fiduciary refers to a professional that is required by law to act in their clients' best interest. The professionals usually manage assets, such as an investment portfolio or property, for their clients. These professionals can range from financial advisors to lawyers, estate executors.

 

Meeting Scheduled with MFG Advisor? Click Below to Access

We help you navigate the complex world of financial planning - Start Here

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