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Are You Getting the Service
You Deserve From Your Financial Advisor?
Our Goal Is Simple: To Help You Achieve Yours
John McCarthy
Partner and Branch President
Tustin, California
The Parsonex team is committed to helping families plan towards achieving their financial goals and dreams through long term planning, sound financial strategies, and advice from a financial advisor.
As an independent firm, we have access to highly competitive products from a variety of product partners. We take the time to get to know you, develop long term relationships, and provide excellent service.
We’ve seen a lot of difficult markets come and go. We can certainly empathize with people who find the current environment troublesome and disturbing.
Let's see if we are a good fit for your financial needs.
The Importance of Retirement Planning
Identify Your Goals
Decide where you want to go and when you want to get there.
Evaluate Your Position
Look at your resources, income sources and options for your goals.
Choose Your Best Path
Chart a course and select the route that works best for your family.
I BELIEVE THE KEY TO LONG TERM SUCCESS IS HAVING FAITH, PATIENCE AND DISCIPLINE. THESE THINGS CAN COME FROM A RELATIONSHIP WITH A TRUSTED ADVISOR.
JOHN MCCARTHY | PARTNER
My Commitment to Clients
A Personal Relationship
Customized Planning
Investing & Advice
17291 Irvine Blvd, Building B, Ste 340, Tustin, CA 92780 | 714.200.1776 | john@parsonex.com