Terry McCaffrey

Founder, Wealth Advisor

Terry McCaffrey joined Optimum in 2009 and currently serves as its CEO and Chairman. Terry has worked in the investment and business community for over 30 years, delivering value to his clients. Prior to joining Optimum, Terry was the President of LaSalle Financial Services in the Chicago.

Certifications

  • CFP®

Empowering Your Financial Future.
Trusted Advisors. Tailored Solutions.
Join Our Community.

 
Linkedin Facebook Instagram

Privacy Statement  |  VestGen CRS  |  Broker-Dealer CRS

 

© 2024 VestGen Wealth Partners

 
Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. VestGen Advisors and Private Client Services do not offer legal or tax advice, and information here should not be construed as such. Always consult a legal or tax professional regarding your specific situation.
 
The information provided on this website is for informational and educational purposes only, and does not constitute financial or legal advice.