The Right Strategy For You
At Ciccone/McKay, we believe that the only way to help individuals and businesses with their financial needs is to offer personalized service and independent advice. We believe in tailoring the solutions to the client and not the client to the solutions. It is not just about selecting an investment or an insurance product; it is about developing a strategy that is right for you or your business.
There are many other reasons why you should choose Ciccone/McKay. Here are a few:
We take the time to get to know our clients - we find out your goals and objectives, your concerns and obstacles and your tolerance for risk. After we meet with you to discuss these issues, we take the time to work out a strategy that meets all of your personal and/or company targets.
Just like your doctor would never give you a prescription without first finding out your symptoms, we need to find out more about you before we can recommend a solution that is right for you.
Surveying the Marketplace
At Ciccone/McKay, we do not represent any single insurance company, bank or investment dealer.
This freedom to survey the market allows us to work for you in developing the best plan and choosing the most cost-effective and competitive products to build your portfolio. Surveying the marketplace to find the best solutions for our clients and only dealing with established and reputable companies ensures that the recommendations we make will provide the ultimate in security, stability and peace of mind.
Developing Long-Term Relationships
We will continuously work with you to ensure that your plans are on track and in-line with your goals and objectives, as ever-changing as they may be. This is done through regular meetings and frequent reviews. In addition, we also provide timely correspondence through our quarterly newsletter and frequent educational events.