Financial advisor · Tustin, California
Are you getting the service you deserve from your financial advisor?
Our goal is simple: to help you achieve yours. The Parsonex team is committed to helping families plan toward their financial goals through long-term planning, sound strategies, and advice from a financial advisor.
John McCarthy
Partner & Branch President · Tustin, California
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, and we can empathize with people who find the current environment troublesome and disturbing. Let’s see if we are a good fit for your financial needs.
A clear path to where you’re going.
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 — and those can come from a relationship with a trusted advisor.
John McCarthy · Partner
Meet John.
- A personal relationship
- Customized planning
- Investing & advice
Parsonex Financial Services
Tustin, CA
17291 Irvine Blvd, Building B, Ste 340Tustin, CA 92780714.200.1776