Founded in 1978, McKenna Financial & Insurance Services Inc. is a family-owned financial services firm based in California. The company's mission is to provide personalized and comprehensive financial guidance, covering areas such as retirement planning, investment management, insurance solutions, and estate planning. They operate on the principle of building long-term client relationships to help individuals and families navigate all stages of their financial lives. The firm's advisors are affiliated with Cambridge Investment Research, Inc. for securities and advisory services.

Founded in

United Kingdom