McKenna Financial Planning

626 RXR Plaza, Uniondale, NY 11556

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  • Photo of McKenna Financial Planning - RXR Plaza, Uniondale, New York, United States
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Location & Phone number

626 RXR Plaza, Uniondale, NY 11556, United States
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About the Business

McKenna Financial Planning is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With 16 years of experience working for the largest investment firms on Wall Street, President Jason M. McKenna, CFP®, decided to join the national independent brokerage firm of LPL Financial in 2013 to better serve his clients. Operating under the name McKenna Financial Planning, the institution offers customized financial advice without the pressures of Wall Street firm management. As the #1 independent broker dealer, LPL Financial allows McKenna Financial Planning to choose the appropriate products and services that address clients' needs, as they do not offer any proprietary products. Securities are offered through LPL Financial, and investment advice is offered through The Pinnacle Financial Group, a Registered Investment Advisor. McKenna Financial Planning and The Pinnacle Financial Group are separate entities from LPL Financial. The LPL Financial representative associated with McKenna Financial Planning may discuss and/or transact securities business only with residents of certain states. Visit the website to review interesting calculators and learn more about the services offered by McKenna Financial Planning.

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Reviews

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Sharon Silver:
5

"Highly highly recommend!!!! Jay is not only trustworthy and responsible but he is an absolutely brilliant financial strategist."

almost 2 years ago
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