How Does McKENNA & SULLIVAN INC Help Clients – Key Takeaways:
- McKENNA & SULLIVAN INC provides expert financial advice to clients.
- They have a dedicated team of advisors who are knowledgeable and experienced in the financial industry.
- Clients can expect personalized and comprehensive financial solutions that are tailored to their specific needs and goals.
Facts and Insights
McKENNA & SULLIVAN INC is a leading financial firm that has been serving clients for over 20 years. They have a track record of providing sound financial advice and helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
McKENNA & SULLIVAN INC offers a wide range of financial services to their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types
McKENNA & SULLIVAN INC serves a diverse range of clients including:
- Individuals
- Families
- High-net-worth individuals
- Small business owners
Fees & Compensation
McKENNA & SULLIVAN INC is a fee-based firm, meaning they charge a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and they only make money when their clients’ portfolios grow.
Background
The team at McKENNA & SULLIVAN INC is comprised of experienced and knowledgeable financial advisors. They have a commitment to providing excellent service and working with integrity to help their clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial firm, McKENNA & SULLIVAN INC is legally required to disclose any conflicts of interest or disciplinary actions that may affect their services. Clients can rest assured that they are working with a reputable and transparent firm.