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(407) 587-2034

Helping You Prepare

for financial independence

  • Financial Planning
  • Insurance Solutions
  • Investment Management
  • Tax Planning

McInerney Financial Group, LLC

Since 1976, John McInerney has been serving Central Florida - focusing on long-term solutions and financial growth opportunities. Call us for your COMPLIMENTARY Estate Review and Financial Evaluation. Get the confidence that comes with planning your course for a comfortable retirement, no matter what challenges lie ahead.

Become a part of our family of clients and discover the difference between services offered by a large bank or brokerage company, versus a locally owned financial services company. We know our clients by name, NOT by account number.

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Retirement Planning Basics

  • Becoming Organized
  • Efficient Legal Documents
  • Prudent Investment Strategy
  • Adequate Insurance

Tax Planning

One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.


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Investment Management

Our main objective is to assist clients in navigating today's complex marketplace to accomplish their investment aspirations and goals. The recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications.


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Insurance Solutions

Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.


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Our Office

200 East Robinson Street
Suite 780
Orlando, FL 32801
 (407) 587-2034
 info@mcinerneyassociates.net

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Certifications

All written content on this site is for information purposes only. Opinions expressed herein are solely those of McInerney Investment Advisors and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by McInerney Investment Advisors a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through McInerney FInancial Group, LLC, an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. McInerney Investment Advisors and McInerney Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.