“The team at McKinney Wealth Management are both personable and professional, and they have earned my trust. Their approach to investment management is sound, and I feel confident that they have my family’s best interest at heart. I highly recommend them to anyone seeking financial advice to achieve their long-term goals.“
“Nikhil and Jenny did an amazing job communicating the benefits of investing in my future and planning the next steps of my life. As a new young working professional, they guided me in how to approach finances from both a short term view and over the long term. They made it super easy to get started with the whole process and were super quick and patient to answer any questions. Their attention to detail, especially when breaking down the policy, was great and gave me the peace of mind to assess my next course of action. Everything felt genuine and they always had my best interest in mind.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“My wife and I wanted to get a better financial plan to make sure we are ready for our retirement years. We wanted to find a local fiduciary to help us plan for our retirement. Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner. We are happy with the returns we have seen so far, and our regular check ins help us to make sure we are on track. He has also helped us to optimize our taxes, and we are working on estate planning. We highly recommend KWP.“