D.B. McKenna & Co., Inc.
Financial Planning & Investments

Investor Access
 
 

As a partner with D.B. McKenna & Co., Inc. you can receive:

Account TypesInvestment Options
  • Personal Investment
  • Retirement
  • Trusts
  • Estates
  • Endowment Accounts
  • Employer Sponsored Retirement Plans
  • Donor Advised Charitable Trusts
  • 529 College Savings Plans
  • Stocks
  • Bonds
  • Mutual Funds
  • ETF’s
  • REIT’s
  • Options
  • Annuities
  • CD’s

 

Services

Market Research/EducationRetirement Planning
  • Value Line Research
  • Raymond James Research
  • Credit Suisse/Barclays Research
  • Wall Street Journal/IBD/Barrons
  • Weekly Re-Cap Reports
  • Market Commentaries
  • Educational Literature
  • Goal Establishment/Analysis
  • Individual Retirement Accounts
  • Solo 401(k)’s
  • Advise on Outside Retirement Plans
Tax PlanningPortfolio Services
  • Tax Loss Harvesting
  • IRA Conversion Analysis
  • RMD Calculations/Processing
  • Realized Gain/Loss Reporting
  • Cost Basis Tracking
  • Account Monitoring
  • Asset Allocation Modeling
  • Asset and Securities Recommendations
  • Portfolio Integration with Outside Investments
  • Stock Certificate Processing
  • Investor Access
Estate PlanningCash Flow Management
  • End of Life Planning
  • Estate Distributions
  • Review Estate Documents
  • Date of Death Valuations
  • Retitling of Assets
  • Charitable Gift Trusts
  • Gifting
  • Direct Pay/Deposit
  • Large Ticket Purchase Advice
  • Limited Bill Assistance
  • Class Action Lawsuit Form Processing
  • Asset Liablility Management
  • Track Cash flows
  • Statement Linking

207 West Main Street
Bennington, VT 05201
Phone: 802-447-1538
Fax: 802-447-0034
Contact Us

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