Our Firm

Ray McGinnis offers people in our region a full range of financial products and services. Our associates believe that creating tax saving strategies, retirement planning and estate conservation should be top priorities for individuals, families and companies of all sizes. We also determine if life insurance or disability income insurance is suitable for your specific needs.

Because many people regard creating a financial strategy as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.

That`s where Ray McGinnis can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients from generation to generation.

Our Services

The financial services process begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals and needs.

With changing economic conditions and market swings, we will work with you to determine the appropriate solution for your situation. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.