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Business Profile

Estate Planning and Management

John J. McInerney, Inc.

About

About This Business

McInerney Investment Advisors provides financial advisory services, including financial planning, insurance solutions, investment management, and tax planning. The company assists clients with retirement planning, investment strategies, and tax liability assessments.

BBB Accredited Since: 10/18/2004

Years in Business: 50

Products and Services

This company offers estate planning, investment advice and insurance services.

Business Details

BBB File Opened:
10/18/2004
Business Started:
1/1/1976
Business Started Locally:
1/1/1976
Business Incorporated:
4/25/1996
Type of Entity:
Corporation
Alternate Names:
McInerney Associates
McInerney Financial Group, LLC
McInerney Investment Advisors

Additional Contact Information

Principal Contacts
John J. McInerney, President
Customer Contacts
John J. McInerney, President
Gary Ruwet, Customer Service Representative
Fax numbers
Primary Fax: (407) 447-2532
Additional Phone Numbers
Other Phone: (866) 587-2034
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Department of Financial Services (FL)
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
www.myfloridacfo.com
Florida Office of Financial Regulation
200 E Gaines St
Tallahassee FL 32399
Phone Number: (850) 410-9805
https://www.flofr.com/sitePages/VerifyALicense.htm

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