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We respond to the changing needs of our clients and grow our business to meet those needs. We provide a more comprehensive and compassionate way to help our clients manage their financial situation. We serve our clients as their trusted advocate, always placing our client's interest first and offering unbiased financial advice. We design and implement comprehensive wealth management strategies tailored to the specific situation of the client. Who We Work With. Wealth Management Case Studies. Our reviews ...

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McKinley Carter Wealth Services

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McKinley Carter Wealth Services

McKinley Carter Wealth Services

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McKinley Carter Wealth Services

McKinley Carter Wealth Services

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We respond to the changing needs of our clients and grow our business to meet those needs. We provide a more comprehensive and compassionate way to help our clients manage their financial situation. We serve our clients as their trusted advocate, always placing our client's interest first and offering unbiased financial advice. We design and implement comprehensive wealth management strategies tailored to the specific situation of the client. Who We Work With. Wealth Management Case Studies. Our reviews ...

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Home - McKinley Carter Wealth Services | mc-ws.com Reviews

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We respond to the changing needs of our clients and grow our business to meet those needs. We provide a more comprehensive and compassionate way to help our clients manage their financial situation. We serve our clients as their trusted advocate, always placing our client's interest first and offering unbiased financial advice. We design and implement comprehensive wealth management strategies tailored to the specific situation of the client. Who We Work With. Wealth Management Case Studies. Our reviews ...

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Careers - McKinley Carter Wealth Services

http://www.mc-ws.com/Career-Opportunities.aspx

Wealth Management Case Studies. Retirement Plan Services Case Studies. Bridging the Gap to Community Wellness, Personal Fitness. McKinley Carter Named 5-Diamond Certified Employer. We believe the quality of our business is in direct proportion to the quality of our team of associates. We value their individual talents and support their continued professional growth. Charleston, WV (Branch Office). Gaithersburg, MD (Branch Office). Parkersburg, WV (Branch Office). Pittsburgh, PA (Branch Office). If you ha...

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Retirement Plan Services - McKinley Carter Wealth Services

http://www.mc-ws.com/What-We-Do/Retirement-Plan-Services.aspx

Wealth Management Case Studies. Retirement Plan Services Case Studies. Bridging the Gap to Community Wellness, Personal Fitness. McKinley Carter Named 5-Diamond Certified Employer. At McKinley Carter, we are dedicated to sound plan management – providing value to our plan sponsor clients and their participants through our clear analysis, hands-on guidance and fiduciary oversight. Our practice expertise falls in the following three primary areas:. Investment and fiduciary oversight. Finally, we provide ex...

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Services - McKinley Carter Wealth Services

http://www.mc-ws.com/What-We-Do.aspx

Wealth Management Case Studies. Retirement Plan Services Case Studies. Bridging the Gap to Community Wellness, Personal Fitness. McKinley Carter Named 5-Diamond Certified Employer. McKinley Carter helps individuals, their families, businesses, endowments, and non-profits in the following areas:. Ndash; McKinley Carter has distinguished itself as a trusted advisor by creating a dedicated nonprofit team with endowment management, finance, fundraising, executive leadership, board development, and strategic ...

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Nonprofit Advisory Services - McKinley Carter Wealth Services

http://www.mc-ws.com/What-We-Do/Nonprofit-Advisory-Services.aspx

Wealth Management Case Studies. Retirement Plan Services Case Studies. Bridging the Gap to Community Wellness, Personal Fitness. McKinley Carter Named 5-Diamond Certified Employer. Long-term financial security and sustainability - two worthy goals, but we find many nonprofit organizations struggle to create and maintain endowments that can make those goals a reality. Learn more about our Uncommon Approach to Endowment Development. McKinley Carter Wealth Services is an SEC registered independent wealth ma...

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Client Login - McKinley Carter Wealth Services

http://www.mc-ws.com/AccountAccess.aspx

Wealth Management Case Studies. Retirement Plan Services Case Studies. Bridging the Gap to Community Wellness, Personal Fitness. McKinley Carter Named 5-Diamond Certified Employer. Please select the appropriate link to access your McKinley Carter accounts:. To log-in to Client Portal. Download the Client Portal User Guide. To log-in to Argent Trust. To log-in to BOKF, N.A. To log-in to Charles Schwab. To log-in to Fidelity (current Fidelity.com access). To log-in to TD Ameritrade.

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The Rural Financial Planning Project

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A Career in Financial Planning. Improving the lives of rural Americans. The Rural Financial Planning Project accomplishes this through the promotion of financial literacy and the delivery of financial planning by well-trained and ethical financial planning professionals. September 13, 2012. Shepherd financial planning team selected to compete at national conference! Click here to read more. Here are a few financial literacy statistics for some perspective:. Click here to download our press release.

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Home - McKinley Carter Wealth Services

We respond to the changing needs of our clients and grow our business to meet those needs. We provide a more comprehensive and compassionate way to help our clients manage their financial situation. We serve our clients as their trusted advocate, always placing our client's interest first and offering unbiased financial advice. We design and implement comprehensive wealth management strategies tailored to the specific situation of the client. Who We Work With. Wealth Management Case Studies. Our reviews ...

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