Our Services

McNally-Barrett-Shultz

What We Do

Our products and services provide for a wide range of options, from potentially reducing your tax liability to increasing your net worth. Our representatives help their clients plan for retirement, learn to use insurance effectively, and fund education and other life goals. The following products and services are offered by McNally, bolstered by our strong relationships within the financial services industries:

Financial Planning Investment Products

When our representatives help their clients plan their financial futures, there are a host of different opportunities to examine. From education to compliance guidance, we want to make sure they know all of the options available and that they are making recommendations that fall within the appropriate boundaries of their licenses. These recommendations may include:

  • Government Securities
  • Options
  • Mutual Funds
  • Fixed and Variable Annuities
  • Unit Investment Trusts
  • Alternative Investments
  • Brokered CDs
  • Life Insurance

Portfolio Review & Asset Allocation

The experts at McNally Financial have years of education and experience managing the review of portfolios and helping clients make smart decisions about asset allocation.

Retirement Planning & Products

Planning for retirement requires a customized approach – there’s no one-size-fits-all plan. It’s important to evaluate a number of factors before deciding which options are best for individuals when planning for retirement. We work with our representatives to support their ability to make strong recommendations for client accounts:

  • IRAs
  • 401Ks
  • Simplified Employee Pension Accounts
  • SIMPLE IRA Securities

These recommendations may include:

  • Stocks & Bonds
  • Mutual Funds
  • Life Insurance
  • Direct Participation/Alternative Investments
  • Option Strategies

Asset Management

McNally Financial uses the Pershing Managed360 platform for managed money accounts, providing access to well-known managers and enabling advisors to customize solutions to individual investors’ needs for a variety of products in just minutes.

Cash Management

Through McNally’s resources and relationships, representatives will have access to tools and platforms that will make cash management options for clients robust, simple and effective. These solutions include:

  • Corestone™
  • IRA Resource Checking™
  • LoanAdvance™

In a Nutshell

Individual investors are offered brokerage services, comprehensive financial planning and discretionary or non-discretionary fee-based asset management. If you are interested in an individual portfolio review and recommendations for asset allocation, please contact us.

Investment products offered are not FDIC-insured. They may lose value and are not bank-guaranteed.

Financial Planning Investment Products
From education to compliance guidance, we want to make sure they know all of the options available and that they are making recommendations that fall within the appropriate boundaries of their licenses.
Portfolio Review & Asset Allocation
The experts at McNally Financial have years of education and experience managing the review of portfolios and helping clients make smart decisions about asset allocation.
Retirement Planning & Products
It’s important to evaluate a number of factors before deciding which options are best for individuals when planning for retirement. We work with our representatives to support their ability to make strong recommendations for client accounts.
Asset Management
McNally Financial uses the Pershing Managed360 platform for managed money accounts.
Cash Management
Through McNally’s resources and relationships, representatives will have access to tools and platforms that will make cash management options for clients robust, simple and effective.

Would You
Like To Talk
To An Expert?

Call Us (210) 545-7080
16414 San Pedro, Suite 930 San Antonio, TX 78232