How does the advisor help clients – Key Takeaways:
Here are some key takeaways of MCNALLY FINANCIAL SERVICES CORPORATION and how they can help clients:
- Provides expert financial advice and solutions in a professional manner
- Offers a wide range of financial services to cater to clients’ unique needs
- Has a team of experienced and knowledgeable advisors
- Puts the clients’ interests first and recommends strategies that align with their goals
- Provides ongoing support and guidance to help clients stay on track towards financial success
Facts and Insights
MCNALLY FINANCIAL SERVICES CORPORATION has been in business for over 20 years, serving clients with financial planning and management solutions. They have built a strong reputation for providing high-quality and personalized services to their clients.
The company takes a comprehensive approach to financial planning, taking into consideration various aspects such as investments, taxes, insurance, and retirement planning. This ensures that clients receive a well-rounded and customized plan that meets their specific needs and 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
MCNALLY FINANCIAL SERVICES CORPORATION offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment planning and management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning and management
- Education planning
Client Types
MCNALLY FINANCIAL SERVICES CORPORATION works with a variety of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Companies and organizations
- Retirees
Fees & Compensation
MCNALLY FINANCIAL SERVICES CORPORATION is a fee-only financial services firm, meaning they do not earn commissions on their recommended products or services. Instead, they charge a fee based on a percentage of the assets under management. This ensures that their advisors have no conflicts of interest and are fully aligned with their clients’ best interests.
Background
MCNALLY FINANCIAL SERVICES CORPORATION was founded by John McNally, who has over 30 years of experience in the financial services industry. He has a Bachelor’s degree in Finance and Economics and holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
The company has a team of experienced and knowledgeable advisors who work together to provide top-notch services to their clients. They stay up-to-date with the latest industry trends and undergo regular training to ensure they are equipped with the necessary skills and knowledge to guide their clients towards financial success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, MCNALLY FINANCIAL SERVICES CORPORATION is required to disclose certain information to their clients. Some of the important disclosures to know include:
- Firm’s fee structure
- Types of services offered
- Any conflicts of interest
- Legal or disciplinary events
- Code of ethics
- Privacy policy
Clients can find this information on the firm’s Form ADV, which is a document that must be filed with the Securities and Exchange Commission (SEC) and is publicly available online.