Financial planning does not happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow, or transfer wealth, as a Wealth Management practice, McGinley Reitz Financial can help. We understand the complex financial issues and the ways in which these issues might affect your future.
Financial planning requires a commitment of time—yours and our team. We will work to understand your current personal and financial circumstances and your goals for the future. We will work to do more than determine a planning solution. We will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.
Our Team Is Award Winning
Mike McGinley has been recognized by Forbes as a 2023 Best-In-State Wealth Advisor and as a 2023 Top Financial Security Professional. Such honors are directly related to our talented team, our amazing clients, and our partnership with Northwestern Mutual.
Forbes “Best-In-State Wealth Advisors" list (April 2023), research and ranking provided by SHOOK Research, llc. Based upon data as of 6/30/2022. Forbes Best-In-State Top Financial Security Professionals list (July 2023, July 2022), research and ranking provided by SHOOK Research, llc. Based upon data as of December 31st of the preceding year. Forbes Top Financial Security Professionals list (October 2022). Research and ranking provided by SHOOK Research. Based upon 2021 data. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.