Tracy MacKinstry's Contact Details

Tracy MacKinstry's Company Details

MacKinstry Financial & Investments

Clinton, CT, US • 5 - 9 Employees
Financial Services

MacKinstry Financial & Investments, LLC and Educators Retirement Consulting were founded with the goal to assist our clients in every aspect of their financial lives, working to create financial stability and security and provide financial independence. With 20 years of providing responsive, personalized service, we've earned a reputation for excellence and have become a trusted advisor to our clients. We learn about you and your financial situation by reviewing your financial statements and getting to know your goals and aspirations. We present an inventory of your retirement and non-retirement assets, and comprehensive asset allocations, go over your expenses, and calculate projections for retirement.As MacKinstry Financial & Investments can offer any product through any company, we do not focus on a specific product until we determine what is needed to help you and your family build a strong, financial future. We prefer to build relationships – long-term relationships – and like to be seen as a resource for you at important stages throughout your life. Our company is based on the principle that a thorough understanding of your current financial situation is vital to making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (860) 669-9900.We also offer tools for parents and teachers to use when guiding and educating children about money.For a list of states in which I am registered to do business, please visit www.mackinstry.com. Securities offered through LPL Financial, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.