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Our Services

At McKay DeRito & Co., LLC, we are financial specialists dedicated to serving the financial needs of the individual and professional communities. Our specialized approach allows us to offer every client a breadth of professional experience, and we strive to be the single source for continuing service in the financial community. Our services include:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Tax Preparation and Planning
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable, Fixed and Indexed Annuities

Business Planning Strategies

We can help you tackle some of the financial complexities of running a business, including:

  • 401(k) and 403(b) Plans
  • Group Benefits
  • Traditional, SIMPLE, Roth, and SEP IRAs
  • Defined Benefits Plans
  • Profit Sharing Plans
  • Exit Planning
  • Succession Planning
  • Buy-Sell Agreements

We are also able to offer tax management services to achieve a holistic view of your situation. Contact us today to get started.