John Mc Inerney Certified Est

McInerney Financial Group, LLC has been guiding clients towards financial security since 1976. Led by John McInerney, a seasoned financial advisor with over four decades of experience, our locally-owned firm provides personalized solutions to meet your unique financial goals. From retirement planning and investment management to insurance coverage and tax optimization, we offer a comprehensive range of services tailored to your individual needs.

Our Commitment

We believe in building lasting relationships with our clients. We take the time to understand your financial goals, risk tolerance, and aspirations to develop customized plans that align with your unique circumstances. We are dedicated to open communication, transparency, and personalized attention throughout the process.

1. Financial Planning

• Comprehensive needs assessment and goal setting
• Tailored plans covering investments, insurance, taxation, and estate planning
• Regular reviews and ongoing support to ensure your plan remains effective over time

2. Insurance Solutions

• Personalized review of your existing coverage
• Identification of potential gaps and recommendations for customized solutions
• Advocacy in negotiating coverage and claims

3. Investment Management

• Custom portfolio construction based on your risk tolerance and goals
• Regular review and rebalancing to ensure optimal performance
• Access to a diverse range of investment options to meet your unique needs

4. Tax Planning

• Comprehensive analysis of your financial situation
• Strategies to minimize your tax liability and maximize your savings
• Filing of necessary tax filings for individuals and businesses

Our Values

• Client-centered: We prioritize your needs and goals in every decision we make.
• Integrity: We uphold the highest ethical standards and transparency in all our dealings.
• Sustainability: We advocate for long-term financial planning and responsible investment strategies.
• Community: We actively engage in the Central Florida community and contribute to its growth.

Experience the Difference

At McInerney Financial Group, LLC, we go beyond the traditional services offered by large financial institutions. We are accessible, responsive, and invested in your success. We believe in building long-term relationships with our clients and becoming trusted financial partners for generations to come.