McColl Financial Services

At McColl Financial Services, our goal is to provide expert financial guidance and solutions to help you achieve your short-term and long-term goals. With over 40 years of experience, our team of professionals, led by John A. McColl, CERTIFIED FINANCIAL PLANNER professional, is dedicated to helping individuals and businesses navigate the complex world of finance.

Our Services

Our comprehensive range of services is designed to meet the unique needs of our clients. Whether you're planning for retirement, managing your investments, or seeking protection for your loved ones, we offer a one-stop-shop for all your financial needs. Our services include:

• Investment Planning: We work with you to create a personalized investment plan tailored to your risk tolerance, investment profile, and financial goals.
• Retirement Solutions: Our team helps you plan for a secure and comfortable retirement, ensuring that you're financially prepared for the years ahead.
• Wealth Management and Tax Planning: We provide strategies to optimize your wealth and reduce your tax liability, ensuring that your hard-earned money works for you.
• Financial Planning Process: Our client-centric process involves getting to know you and your goals, analyzing your current financial situation, and developing a customized plan to help you achieve your objectives.
• Insurance Solutions: We offer a wide range of insurance products, including life, disability, critical illness, health, and long-term care insurance, to provide peace of mind and financial protection.

Our Expertise

With extensive experience in the financial industry, our team is equipped to handle complex financial situations and provide expert advice. John A. McColl, our CERTIFIED FINANCIAL PLANNER professional, has been providing financial guidance and products to meet the insurance and investment planning needs of clients since 1981. Additionally, Linda J. McColl, our professional customer service and sales expert, has been providing top-notch service in the insurance industry since 1996.

Client-Focused Approach

At McColl Financial Services, we're committed to delivering exceptional client service. We take the time to understand your unique needs and goals, and develop personalized solutions to help you achieve financial freedom. Whether you're an individual, a family, or a business, our team is dedicated to providing advice and guidance that's tailored to your specific situation.

Access to Leading Products

We offer one-stop access to leading life insurance and investment company products, allowing us to customize a financial and/or estate planning program that meets your current financial situation and adjusts to meet your future goals and objectives. Our clients also have the option to view their accounts with Worldsource Financial Management Inc. through a secure direct link from our website.

No-Obligation Quotes and Insured Products

We offer no-obligation quotes for the insurance products listed, and our life and health insurance solutions are designed to provide peace of mind and financial protection. Our insurance products include term, universal, and whole life plans, as well as disability, health, and critical illness coverage. We also offer long-term care insurance, which provides daily benefits to cover costs associated with home care and/or a long-term care facility.