McAllister Capital Management

McAllister Capital Management

Investment-Management

Jackson, Mississippi
United States
Company Tagline

Build Wealth. Preserve Wealth. Transfer Wealth.

Industry Category
Investment-Management
Company Description

McAllister Capital Management is a leading independent Registered Investment Advisor dedicated to assisting clients in achieving their lifetime financial goals. Through proven portfolio management strategies and unbiased financial advice, McAllister Capital Management delivers comprehensive wealth management services as fee-only advisors. Operating under a Fiduciary Capacity, the company is legally bound to act in the best interest of its clients. McAllister Capital Management is located at 1907 Dunbarton Dr, Suite E, Jackson, Mississippi 39216, US.

Specializing in comprehensive wealth management, McAllister Capital Management offers a range of services including investment management, retirement planning, estate and tax planning, education planning, asset protection strategies, and risk management consulting. The firm's client-centric approach ensures that all financial matters are handled with utmost care and expertise. McAllister Capital Management aims to be the first point of contact for any financial issues, providing reliable and effective solutions.

With a strong foundation built since its establishment in 1995, McAllister Capital Management continues to build wealth, preserve wealth, and facilitate the transfer of wealth for its clients. The company's commitment to excellence and integrity makes it a trusted partner in financial planning. We invite the manager of McAllister Capital Management to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

McAllister Capital Management est un conseiller en investissement indépendant de premier plan, dédié à aider ses clients à atteindre leurs objectifs financiers à vie. Grâce à des stratégies de gestion de portefeuille éprouvées et à des conseils financiers impartiaux, McAllister Capital Management offre des services complets de gestion de patrimoine en tant que conseillers rémunérés à honoraires seulement. Opérant en tant que fiduciaire, l'entreprise est légalement tenue d'agir dans le meilleur intérêt de ses clients. McAllister Capital Management est situé au 1907 Dunbarton Dr, Suite E, Jackson, Mississippi 39216, États-Unis.

Spécialisé dans la gestion complète de patrimoine, McAllister Capital Management offre une gamme de services comprenant la gestion des investissements, la planification de la retraite, la planification successorale et fiscale, la planification de l'éducation, les stratégies de protection des actifs et le conseil en gestion des risques. L'approche centrée sur le client de l'entreprise garantit que toutes les questions financières sont traitées avec le plus grand soin et expertise. McAllister Capital Management vise à être le premier point de contact pour tout problème financier, en fournissant des solutions fiables et efficaces.

Forte d'une base solide construite depuis sa création en 1995, McAllister Capital Management continue de bâtir la richesse, de préserver la richesse et de faciliter le transfert de patrimoine pour ses clients. L'engagement de l'entreprise envers l'excellence et l'intégrité en fait un partenaire de confiance en matière de planification financière. Nous invitons le gestionnaire de McAllister Capital Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage sa présence sur le marché.

Key Personnel / Employees
Mac McAllister CPA CFP® Lyle McAllister Sheldon Ford

Compare Companies Side by Side

Compare McAllister Capital Management with 3 companies in Investment-Management

4 Companies
Comparison Field
McAllister Capital Management
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Focus Partners Wealth
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RISE Wealth Management & Planning
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Godsey & Gibb Wealth Management
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Founded Year
1985
Company Size
1,001-5,000 2-10 11-50
City
Jackson, Mississippi Clayton, Missouri Salt Lake City, Utah Richmond, Virginia
Country
United States United States United States
Skills & Keywords Comparing with main company
15 Total Skills
Investment Management Wealth Management Financial Planning Retirement Planning Estate Planning Asset Protection Risk Management Investment Advisor Insurance Consulting Financial Advisor Financial Planning Services Risk Management Planning Financial Consulting Services Asset Protection Strategies Education Planning
9 Total 1 Common 8 Unique
Match 7%
Common Skills:
Risk Management
Unique Skills:
Business Management Cash-Flow Planning Corporate-Sponsored Financial Counseling Family Office Institutional Life Enhancement Services +2
10 Total 2 Common 8 Unique
Match 13%
Common Skills:
Financial Planning Risk Management
Unique Skills:
401(k) Setup & Management Business Planning Financial Analysis High-Net-Worth-Individuals Investments Life Insurance +2
11 Total 1 Common 10 Unique
Match 7%
Common Skills:
Financial Planning
Unique Skills:
Charitable Giving Strategy Family Wealth Advising Financial Advisors Financial Plans Investment Advisors Investment Advisory +4
4
Total Companies
1985
Oldest Founded
1
Countries
40
Unique Skills

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Alternative Company Names

This company is also known as

McAllister Capital Management 麦卡利斯特资本管理 मैकएलिस्टर कैपिटल मैनेजमेंट ماكاليستر لإدارة رأس المال