Call Us: 610-343-1660


40 Lloyd Avenue | Suite 307 | Malvern, PA 19355

Products And Services

At W. McKinley & Associates, we offer an array of products and services, including, but not limited to:

  • Stocks
  • Bonds
  • Mutual Funds
  • CDs
  • Closed End Funds
  • ETFs – Exchange Traded Funds
  • Traded REITS
  • 529 College plans
  • Annuities – Fixed, Index-Linked, and Variable
  • Life Insurance
  • Long Term Care Insurance
  • 401k Plans
  • Cash Flow Projections
  • Retirement Income Evaluation

Our goal is to create personalized plans for each of our clients that will accomplish their retirement, education, wealth transfer, and income objectives.