McCabe & Associates have been a part of my life for close to 40 years. Now when I say this I mean a part. My husband Lodi was a great planner, financial worrier and loved the stock market. Tim McCabe entered into our lives to fill all those buckets of passion for him. Lodi had the utmost respect and confidence in Tim for many years. He grew to be a dear friend to us. When the time came for Tim to retire Lodi & I were asked if we would be confident in his son George to fill those shoes. We of course said yes.
This brings me to my circumstances of today. February 9, 2024 my husband passed away suddenly. My world collapsed. I knew he had laid the ground work for our children and my self to be taken care of but where do I begin? George reached out to me “what can I do to help” were his words. I went into his office and I truly can’t express the feeling of relief that passed over me. George was exceedingly prepared for all my questions. He presented me with all the necessary items that I needed to be aware of and how to move forward. George assembled the proper people to handle my estate and he pulled everyone together to accomplish just that. He was amazing.
McCabe & Associates truly understands financial planning to the point that they value their customers life style and opinions. I know without George’s help in the past year I would be a mess. I have all the confidence in his ability to maintain the legacy that my husband established.