Client Successes
We’re proud - and honored - to have a 90+% retention rate for clients. In some instances, we’re working with second generation clients.
At McKay Wealth Management, we like to celebrate all of our clients’ wins and successes on Instagram.
Tag us (@mckaywealth) and use the hashtag #McKayWealthClient to be added!
Insights: Blog
Insights: Webinars & Events
Webinar: Medicare
September 23, 2024 from 2:00 p.m. - 3:00 p.m. PT
With many changes to Medicare going into open enrollment this year, stay informed. Join Lindsey McKay from McKay Wealth Management and Bob Mitzel from Robert Mitzel Insurance, LLC as they talk about Medicare.
**Bob Mitzel and Robert Mitzel Insurance, LLC are not Affiliated with Cetera Advisor Networks.
Any information provided by Bob Mitzel and Robert Mitzel Insurance, LLC is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Replay and watch past webinars and events
Additional Resources