Ciccone/McKay Financial Group is an independent financial services firm with over 75 years of combined experience in the areas of risk management, wealth management and employee benefits. We specialize in providing insurance and investment solutions for our clients, helping businesses, individuals and families grow, manage, protect and transfer their wealth.
It is our consensus that individuals and businesses receive fragmented advice from a variety of professional advisors. It is our mission and expertise to integrate these areas by working with accounting and legal professionals to ensure a coordinated and comprehensive planning approach.
No matter what stage you are at in your business or in your life, you can rely on us to provide the services you need to help you safeguard your business and your family, and to build, manage, protect and transfer your wealth.
Most individuals and businesses settle for receiving fragmented advice from a variety of professional advisors. At Ciccone/McKay, we work with accounting and legal professionals to make sure you have a comprehensive financial plan that is fully integrated with your goals and with the way you want to live your life.