Joe McCaffrey
Helping investors reduce risk and maximize tax efficiency
- Role
- Investment Advisor at Cra Financial, Llc
- Location
- Haddonfield, NJ, US
- LinkedIn followers
- 500 followers
About Joe McCaffrey
I work with a team at CRA Financial that specializes in wealth management and financial planning. After assessing your goals and risk tolerance, our objective is to offer advice designed to help protect and increase your wealth by delivering a high level of personalized service and expertise. Our experienced team offers a sophisticated level of comprehensive wealth management services to define an approach that will satisfy your long-term needs. As your needs change, our ongoing investment management process monitors the evolution of your entire portfolio. We are committed to helping you achieve your financial needs and goals.Services Provided- Investment Planning- Corporate Retirement Plans- Individual Retirement Planning- Tax Planning- Estate Planning- Charitable Giving- Insurance Planning- Education Planning
Experience
Investment Advisor
Jan 2020 — Present
CRA Financial is a fiduciary wealth management firm providing personalized financial planning and investment management to help our clients accumulate and preserve their wealth.
Education
College of Charleston
BA, Business Administration
2000 — 2004
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