Mc Cabe & Associates

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Paula E Cohen

Paula E Cohen

CFP®, MBA

Financial Advisor

Business Financial Advisor
Visit Paula E Cohen's website
Joseph Kintschi

Joseph Kintschi

CRPC®

Financial Advisor

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Wanda Short

Wanda Short

Financial Advisor

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Joseph Thornton

Joseph Thornton

CRPC®

Associate Financial Advisor

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Jeffrey Barbour

Jeffrey Barbour

Associate Financial Advisor

Visit Jeffrey Barbour's website
Gary J Helbling

Gary J Helbling

Financial Advisor

Visit Gary J Helbling's website

Team

Kelly Lech

Kelly Lech

Paraplanner

Billie Gregoire

Billie Gregoire

Administrative Assistant

Alissa Brooks

Alissa Brooks

Administrative Assistant

Terri Fischer

Terri Fischer

Office Manager

LoriBeth Ranalli

Administrative Assistant

Ryan Sondak

Intern