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Featured Reviews About Glenn Mckinney

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Reviews about Glenn Mckinney

Your Friend

Glenn continues to impress us by consistently demonstrating above average expertise and knowledge in his field. Through our many discussions with Glenn about his business operations, it became obvious that ensuring a client?s satisfaction is one of the top priorities for his company. Glenn compliments his financial knowledge and expertise by networking with experts in the IRA and employer plan field, and where necessary, engages the services of such experts to ensure that his clients receive accurate and timely information. This helps to ensure that his clients make educated decisions with their retirement assets, and avoid mistakes that could result in avoidable taxes and IRS assessed penalties.
We have no reservations about recommending Glenn to consumers who need professional financial services, and we are confident that those who use his services will be satisfied.
Denise Appleby
CEO Appleby Retirement Consulting Inc.
www.DeniseAppleby.com
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Glenn's Reply

 

Your Friend

Glenn continues to impress us by consistently demonstrating above average expertise and knowledge in his field. Through our many discussions with Glenn about his business operations, it became obvious that ensuring a client?s satisfaction is one of the top priorities for his company. Glenn compliments his financial knowledge and expertise by networking with experts in the IRA and employer plan field, and where necessary, engages the services of such experts to ensure that his clients receive accurate and timely information. This helps to ensure that his clients make educated decisions with their retirement assets, and avoid mistakes that could result in avoidable taxes and IRS assessed penalties.
We have no reservations about recommending Glenn to consumers who need professional financial services, and we are confident that those who use his services will be satisfied.
Denise Appleby
CEO Appleby Retirement Consulting Inc.
www.DeniseAppleby.com
See MoreRead Less"

Glenn's Reply

 

Your Friend
5

I have known Glenn now for about 24 years. He was introduced to me by my then girlfriend', now wife, who work3ed with Glen at Hughes Aircraft Company. Glen entered the financial services business at a time when that was not an easy transition. His determination to succeed was what originally set him apart.

Glenn's approach to money management is like a matchmaker's approach to marriage. Glenn talks with clients to get a grasp of their objectives, concerns, and to discern any apparent roadblocks to success. He then talks to money managers for the same reason. After those two steps, he matches up client and manager and monitors results. He has provided superb results using that technique, both in terms of Return on Investment and peace of mind.

Ed McEneaney, 'California Tax Preparer
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Glenn's Reply

 

Your Friend
5

I've worked with Glenn McKinney for over 20 years. He has set up a retirement plan for me and my wife. He also took care of my dad's finances when my father needed to be in a rest home. Glenn made all the arrangements so that all the doctors and hospital bills were paid, and all his needs were met. I don't know what we would have done without him.

I would, of course, give Glenn my highest recommendation.See MoreRead Less"

Glenn's Reply

 

Your Friend
5

Here's the man for getting the job done...thoroughly, thoughtfully, completely. As a colleague in a profession which demands precise action, Glenn is the epitome of responsible, exact excellence. I've compared notes, insights and advice given and followed with Glenn for over a decade. If you are fortunate enough to have Glenn guide, instruct and represent you, you have arrived."

Glenn's Reply

 

Your Friend
5

I know Glenn through family. He built us a great retirement portfolio, that gives us many options. Glenn is diligent, we get monthly statements and emails. He also does quarterly phone calls, he is great!"

Glenn's Reply

 

Your Friend

As I fellow financial advisor, I have the utmost respect for Glenn and his dedication to constantly increasing his knowledge and expertise. He has great integrity and is someone you can trust."

Glenn's Reply

 

Your Friend
5

Glenn has advised me and several family members in several financial dealings. He has always proved himself to be informed, informative, reliable, and communicative."

Glenn's Reply

 

Your Friend
5

Glenn has advised me and members of my family in several financial situations. He has always proven to be an informed, informative, and reliable resource."

Glenn's Reply

 

Your Friend

I have known Glen since college. He is trustworthy and knowledgeable and very dedicated and passionate about his profession."

Glenn's Reply

 

Your Friend
5

Glenn has given me great assistance in all areas whenever I have needed any help or advice. I would highly recommend him."

Glenn's Reply

 

Your Friend
5

Glen is so intuitive to his clients needs.
You know he truly has your best interest at heart."

Glenn's Reply

 

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