McCay Wealth Advisory

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

624 N Woodland St, Manchester, Tennessee...

Phone Number

(931) 728-2130

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About McCay Wealth Advisory

McCay Wealth Advisory is an independent fiduciary fee-only financial planning firm dedicated to helping clients achieve their financial goals through personalized and comprehensive services. They offer a range of services including asset allocation, retirement planning, investment advising, and business succession planning, all conducted in a fiduciary manner. The firm emphasizes building lasting relationships with clients to ensure a collaborative approach to financial success. Their target clients include families seeking tailored financial strategies and individuals looking for trustworthy investment guidance.Explore more
McCay Wealth Advisory's Social MediaPopular SearchesMccay Wealth Advisory LLCMccay Wealth AdvisoryBrentmccayMcCay LLCBrent MccaySIC Code 62,628NAICS Code 52,523Show more

McCay Wealth Advisory Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McCay Wealth Advisory

<$5M
1-10
Private
-
2005
SM
Suzy McCayChief Operating Officer
<$5M
11-50
Private
-
1973
RM
Rikki MasonResponsible Manager and Head of Advice
<$5M
1-10
Private
-
-
KW
Kenneth WilkinsonFinancial Registered Securities Advisor & Principal
<$5M
1-10
Private
-
2009
LK
Lori KoepkeDirector, Growth & Marketing
<$5M
1-10
Private
-
2013
EB
Edward BuntingSenior Wealth Advisor
<$5M
1-10
Private
<$5M
2005
MW
Mitchell WashingtonSenior VP, Financial & Army Veteran Advisor (US)
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McCay Wealth Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McCay Wealth Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McCay Wealth Advisory.

McCay Wealth Advisory Tech Stack

A closer look at the technologies used by McCay Wealth Advisory

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Frequently Asked Questions Regarding McCay Wealth Advisory

What is McCay Wealth Advisory's official website?
McCay Wealth Advisory's official website is www.mccaywealth.com
What is McCay Wealth Advisory's Revenue?
McCay Wealth Advisory's revenue is <$5 Million
What is McCay Wealth Advisory's SIC code?
McCay Wealth Advisory's SIC: 62,628
What is McCay Wealth Advisory's NAICS code?
McCay Wealth Advisory's NAICS: 52,523
How many employees does McCay Wealth Advisory have?
McCay Wealth Advisory has 1-10 employees
What industry does McCay Wealth Advisory belong to?
McCay Wealth Advisory is in the industry of: Finance, Securities Trading
What is McCay Wealth Advisory competition?
McCay Wealth Advisory top competitors include: O'Brien Asset Management, Rosamond Financial Group, Raymond James Financial Services, Williamson Financial Management Group
What technology does McCay Wealth Advisory use?
Some of the popular technologies that McCay Wealth Advisory uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact McCay Wealth Advisory?
McCay Wealth Advisory contact info: Phone number: (931) 728-2130 Website: www.mccaywealth.com
What does McCay Wealth Advisory do?

McCay Wealth Advisory is an independent fiduciary fee-only financial planning firm dedicated to helping clients achieve their financial goals through personalized and comprehensive services. They offer a range of services including asset allocation, retirement planning, investment advising, and business succession planning, all conducted in a fiduc... iary manner. The firm emphasizes building lasting relationships with clients to ensure a collaborative approach to financial success. Their target clients include families seeking tailored financial strategies and individuals looking for trustworthy investment guidance.Read More

What are McCay Wealth Advisory social media links?
McCay Wealth Advisory Linkedin page McCay Wealth Advisory Facebook page
Is McCay Wealth Advisory a public company?
McCay Wealth Advisory is private company therefore does not currently have an official ticker symbol
See more information about McCay Wealth Advisory

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