Julia McCabe

Role: Bouchey Financial Group, Ltd.
Location: Saratoga Springs, NY, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Julia McCabe

Fractional marketing partner and branding specialist helping brands bring clarity…

Experience

Bouchey Financial Group, Ltd.
Present

Contact information

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Current company

Bouchey Financial Group, Ltd.

Financial Services · 22 employees · Founded 1995 · Troy, New York, United States

Bouchey Financial Group is an independent, fee-only Registered Investment Advisor serving individuals, families, and businesses since 1990. With a team of 20 experienced professionals—including 9 CFP®s, 3 CPAs, and 2 IRS Enrolled Agents—we manage over $1.5 billion in assets for clients across 34 states and overseas. We are proud to be family-owned and professionally led, with ownership shared among Steven Bouchey (CEO & Chief Visionary Officer), Ryan Bouchey, John Millet, Marty Shields, and Lauren Bouchey. Grounded in fiduciary values and forward-thinking strategy, we’re building toward our next major milestone: $2 billion in assets under management, supported by a deep bench of talent, trusted relationships, and a legacy of putting clients first.

bouchey.com

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