Our Associates

MCL Associates are licensed to offer stocks, bonds, T-bills, mutual funds, insurance and commodities to suit each client's investment portfolio. MCL maintains relationships with many mutual fund families. We also have carefully selected a variety of direct-participation and insurance-based investments. Variety and independent products are our hallmark, choice and selection are our job.

Each MCL Associate is equipped with state-of-the-art electronic communications and processing systems which provide timely and reliable data for concise analysis and decision making. 24 hour access to information helps keep both Associates and Clients informed.

MCL Registered representatives are experts in designing tax-deferred, low-cost investment programs to meet the life-style desired by their clients. Emphasis is placed on balance, safety and inflation-resistance in the selection of retirement-oriented investments.

MCL offers no investment products of our own, so MCL representatives can devote their time and energies not to product quotas and sales goals, but to understanding your individual financial objectives. To help them meet your needs with suitable options, MCL provides access to thousands of individual securities and forms alliances with the nation's leading providers of investment and insurance products.

MCL representatives have access to the tools that help them provide high-quality, unbiased investment solutions, including comprehensive fee-based asset management accounts and a full array of nonproprietary:

  • Mutual funds
  • Annuities and other tax-sensitive investments
  • Domestic and foreign securities
  • Direct investments
  • 1031 Exchanges
  • Insurance
  • Fee-based programs
  • Estate and Financial Planning
  • Trust Services
  • If you prefer a more comprehensive approach, your MCL representative can formulate a personalized investment management strategy. Our fee-based asset management programs range from one that may combine mutual funds, annuities and individual securities in a single portfolio to services that allocate assets among leading institutional portfolio managers, index funds or tax-sensitive investment options. MCL representatives also have access to proprietary software for integrated estate, retirement and college planning.

    Member FINRA/SIPC
    ©2003 MCL Financial Group, Inc.