John G. McCormick, JD,CLU, ChFC

John G. McCormick, JD,CLU, ChFC

Partner

 

John is a Chartered Financial Consultant2 whose business is focused on helping families and business owners accumulate, manage and plan for the distribution of wealth. John works with his clients and their tax and legal advisors to develop suitable investment and risk management strategies. His business is focused on executives and business owners and includes retirement planning, executive benefit issues, and sophisticated estate planning strategies. John is a member of Equitable Advisors’ elite Paramount Planning Group. He is a graduate of the James A. Beasley, Temple University School of Law and Georgetown University and serves on the Board of Directors of the Symphony in C in Camden, NJ.

California Insurance License #: 0D51841


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 856-751-2670
Fax 856-751-3309
LinkedIn