When we first founded McKay DeRito & Co., LLC, we had no idea that the firm would evolve into the practice it is today. What we did know, however, was that we wanted to help others decipher their financial lives and pursue the things that meant the most to them.
We have a background in tax services and after feeling like our clients' overall goals weren't being adequately addressed, we shifted our careers to better serve their comprehensive needs. Our goal was to provide a holistic approach to their tax and financial strategies and treat them with the care that they deserved. In doing so, we have built trusted, personal relationships with our clients and act as both an advisor and a friend.
Today, we stand by the same values that our firm was founded on since the beginning, including integrity, transparency, and education. Our recommendations are always in the best interest of the client and are never motivated by a sales quota or commission. Our practice has evolved into a safe space where individuals can come for trusted guidance and a professional who understands them.
We were born out of the desire for helping families in our community pursue financial success and we continue to work toward this goal every day.