A complete list of active advisors currently associated with MC Financial Services, Inc.

Warmer can help you find a great advisor at MC Financial Services, Inc. or one who fits your needs even better.

MC Financial Services, Inc. provides investment advisory and written financial planning services to individuals, qualified retirement plans, trusts, non-profits and business clients. The firm offers portfolio management using mutual funds, ETFs and listed securities, along with a documented five‑step planning process and retirement-plan consulting. The firm typically delivers advice on a non‑discretionary basis—its regulatory filings show only a small portion of assets managed discretionary while the majority of regulatory and non‑regulatory assets are non‑discretionary or “held‑away” retirement plan assets—and it uses tactical and risk‑based asset allocation with periodic rebalancing and quarterly monitoring. For retirement-plan clients MCFS provides co‑fiduciary ERISA 3(21) services, ongoing benchmarking of service providers, and bi‑annual due‑diligence reports intended to document plan oversight. MCFS’s business mix includes activities uncommon among similar supported firms: certain representatives are licensed to sell fixed life insurance and fixed annuities and the firm discloses that insurance commissions may be earned in addition to advisory fees, and the firm also provides tax‑preparation services. The combination of extensive plan consulting, a large share of non‑discretionary and held‑away assets, and licensed insurance sales distinguishes its client work from peers that are more often discretionary and HNW‑focused.

To learn more about the advisors currently working at MC Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.