McKinley and Associates

  • Financial Services
  • Jacksonville FL
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
6622 Southpoint Drive S Suite 350, Jacksonville FL
Website
mckinleyandassociates.net
Phone
(904) 834-2579
Employees
5
Founded in
1997
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is McKinley and Associates

McKinley and Associates, LLC is a boutique firm based in Jacksonville, Florida, specializing in estate planning. As a limited liability company, they employ a team of 5 individuals and generate an annual revenue of $2.5 million. McKinley and Associates provides a range of services designed to assist clients in managing their wealth effectively. Their Certified Estate Planners (CEP) offer guidance on growing, managing, protecting, and transferring assets. The firm's focus is on simplifying the complexities of wealth management, allowing clients to dedicate more time to their families, businesses, and personal interests. The company distinguishes itself through its personalized approach, catering to the unique needs of each client. They understand the challenges associated with managing increasing wealth and strive to provide clients with the expertise and support needed to navigate these complexities. Clients can connect with McKinley and Associates via their website at mckinleyandassociates.net.

McKinley and Associates Industry Tags

Wealth and Estate Planning
Professional Practices
Charitable and Legacy Planning
Soccer Industry
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McKinley and Associates Tech Stack

Intermedia Hosted Exchange (view technologies)
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FAQ

What is the location of McKinley and Associates's headquarters?
The headquarters of McKinley and Associates are situated at 6622 Southpoint Drive S Suite 350, Jacksonville FL
What is McKinley and Associates's phone number?
McKinley and Associates's contact number is (904) 834-2579.
What is McKinley and Associates's official website?
The official website of McKinley and Associates can be found at mckinleyandassociates.net.
What is McKinley and Associates's current revenue?
As of March 2024, McKinley and Associates's annual revenue reached $3B.
How many employees does McKinley and Associates currently have?
McKinley and Associates employs approximately 5+ people as of March 2024
Which industries is McKinley and Associates primarily operating in?
McKinley and Associates operates in the following industries: Finance, Credit
What are McKinley and Associates's industry tags?
McKinley and Associates's industry tags include: Wealth and Estate Planning, Professional Practices, Charitable and Legacy Planning
When was McKinley and Associates founded?
McKinley and Associates was founded in 1997.

Employee Directory

Key Employees

Gary McKinley

Founder

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