Customized investment portfolios in Uniondale, New York

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.

Copley Financial Group, Inc. is a finance institution located at 405 RXR Plaza, Uniondale, New York, United States. Our mission is to provide innovative strategies to help clients achieve financial security in retirement. We are committed to building lifelong relationships with our clients and always act in their best interests. Working with a Financial Planner can potentially increase annual returns by 3.5%, leading to significant wealth accumulation over time. We offer complimentary retirement planning consultations to help clients find a suitable strategy. Investing involves risk, and past performance does not guarantee future results. Trust us to enhance the value of our professional advice and help secure your financial future.