James P. McGoldrick CLU, CASL, ChFC, CFP®
Wealth Management Advisor/Partner
Since 1989, Jim McGoldrick has worked with individuals and businesses specializing in retirement distribution, investments, and estate planning* strategies. He has worked with Cane Financial Group since 1998 – a firm offering financial and retirement seminars to universities, adult education programs and Fortune 500 companies.
Jim's expertise and commitment to building long-term relationships have earned him numerous industry awards recognizing his accomplishments and service.
A graduate of Drexel University with a Bachelor of Science degree in finance, Jim passed the qualifying exams for the Chartered Life Underwriter, Chartered Advisor for Senior Living, Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNERTM certifications.
He is active in the financial services industry and a member of the National Association of Insurance and Financial Advisors. Additionally, Jim is a past recipient of the Eagle Scout Award.
Jim lives in Hatboro with his wife Kathleen. They have three children: Robert, Meaghan, and Joseph
Jim enjoys playing golf and cycling, both road and mountain biking. He is an avid reader, movie watcher and Philadelphia sports fan.
Jim and Kate also enjoy watching their children in their respective sports (baseball, softball, and ice hockey) and visiting their children at their respective colleges.
Products – Life Insurance, Disability Income Insurance, Long term care Insurance, Mutual Funds**, Fixed and Variable Annuities**, Investments**
Services – Retirement Services, IRA Distribution Strategies, Estate Planning*, Asset Management Strategies
*Estate Planning Services provided in consultation with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on tax and legal matters.
**Securities products and services offered though MML Investors Services, LLC