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McKay Wealth Management

Financial Services

Specialities :
Wealth management
Financial planning
Estate/legacy planning
And retirement planning
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About McKay Wealth Management

What does Mckay wealth management do?+

Our firm was built on the foundation of integrity, honesty and a commitment to our community and clients. Were a multi-generational family business with over 100 years of experience in the industry. Our long-tenured team is dedicated to working with hardworking business owners and multi-generational families, just like us. We focus on personal wealth strategies including persevering assets in retirement and transitioning wealth through multi-generational and legacy planning. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC (doing insurance business in CA as CFGAN insurance Agency LLC- CA Insurance license #0644976), a broker/dealer and registered investment...

What are Mckay wealth management's specialties? +

Wealth management,financial planning,estate/legacy planning,and retirement planning

What is Mckay wealth management's industry? +

Mckay wealth management operates in the Financial services industry.

What is Mckay wealth management's revenue? +

Mckay wealth management's revenue is 11m - 100m

What is Mckay wealth management's company size? +

Mckay wealth management has 11 - 50 employees.

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