Tallahasse, FL Office

McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non‑HNW and high‑net‑worth clients. The firm also operates as an introducing broker‑dealer and a Texas general lines insurance agency, and reports $27,835,531 in assets under management that are managed on a non‑discretionary basis.

The firm builds diversified portfolios using fundamental analysis across equities, debt, mutual funds, ETFs and may incorporate options strategies or allocate to limited partnerships for accredited investors; it also recommends or hires independent managers for some client accounts. MFSC participates as a portfolio manager in the Managed 360 wrap fee program sponsored by Pershing LLC and routinely recommends Pershing for brokerage and clearing services.

Noteworthy for a firm of its size, MFSC maintains multiple offices and combines advisory, broker‑dealer and insurance activities, with some advisors registered as broker‑dealer representatives—arrangements the firm discloses and evaluates for conflicts of interest. The brochure discloses prior regulatory findings and censures tied to broker‑dealer services (refer to BrokerCheck for details), and notes that MFSC does not take custody of client assets and does not vote client proxies.