Products & Services

At McKenney Financial Group, we provide independent and objective advice to help you meet your financial goals.  We offer the following planning, investment and retirement services:

Financial Planning (through Cambridge Investment Research Advisors, Inc.)

  • Fee Based Financial Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Giving Planning
  • Business Succession Planning
  • Investment Planning
  • Risk Management Planning
  • Business Planning

Investment Services (through Cambridge Investment Research, Inc.)

  • Wealth Management Platforms
  • Brokerage Accounts
  • Education Funding
  • Environmentally Responsible Investing
  • Individual Stocks & Bonds

Retirement Services

  • 401k
  • 403b
  • SIMPLE IRA
  • SEP IRA
  • Traditional IRA
  • Roth IRA
  • Profit Sharing Plans
  • Money Purchase Plans

Insurance Services

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Annuities

If you would like to know more about our Products & Services, please contact us at the addresses below.

Copyright McKenney Financial Group, Inc.
All rights reserved.

Email Paul
Email Betsy

17470 N Pacesetter Way
Scottsdale, AZ 85255
Tel: 602-508-9047
Fax: 207-221-1064

477 Congress St
Suite 503
Portland, Maine 04101
Tel: 207-831-5601
Tel: 207-831-5602
Fax: 207-221-1064