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Financial Planning for Your Future

Managing your finances is about more than just numbers. It’s about securing your future, protecting your family, and gaining the confidence to live life on your own terms. That’s why we’re dedicated to providing comprehensive financial services that give you confidence—today and tomorrow.

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What We Do 
Partner with you to help you achieve your financial goals

Service is at the heart of everything we do. We aim to provide comprehensive support to those who choose to partner with us, offering our insights and trustworthiness with the assets you entrust to our care. By focusing on protecting and growing your wealth, we strive to be a reliable source you can turn to in both good times and challenging moments.

Our Mission

Who We Help 
Guiding You and Your Family

We work best with hard-working individuals and families who value a true partnership in their financial journey. Our clients understand that financial planning is not a set-it-and-forget-it process but a continuous collaboration. We take pride in building long-term relationships, often serving multiple generations within the same family, to help you achieve your financial goals at every stage of life.

How We Help 
Everything You 
Need in One Place

Our comprehensive services are designed to support you through every stage of your financial journey. Some of the financial tools in our toolbox include Individual Retirement Accounts (IRA), ROTH IRA Accounts, Non-retirement investment accounts, Annuities, Life Insurance, and Long-term Care Insurance.

Financial Planning

Tailored strategies to align your financial decisions with your life goals.

Retirement Planning

Ensuring a secure and comfortable retirement through strategic financial management.

Accumulation Phase

Help building and growing your wealth with a focus on long-term success.

Distribution Phase

Personal income distribution plan to chart your financial course throughout your retirement.

Insurance

Protecting your assets and loved ones with customized life insurance solutions as well as long term care insurance.







Our Services

About Mcclintock advisory services


A Team Dedicated
To Your Success

For over three decades, we've been dedicated to providing personalized financial advice that makes a real difference in our clients' lives. Founded by Thomas Blair and now led by Heather McClintock, our practice thrives on a legacy of trust, evolution, and deep community ties. We are committed to being your reliable partner, guiding you through every financial milestone with care and expertise.

Our Process
Helping Every
Step Of Your Journey


We follow a clear and structured approach to help build and maintain your financial success.

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Initial Consultation

Understanding your unique financial goals and current situation.

Customized Planning

Developing a tailored strategy to meet your specific needs.

Implementation

Executing the plan with precision and attention to detail.

Ongoing Support

Regularly review and adjust your plan as life evolves.

2025 Citizenship Award Announced at Kovack National Conference

2025 Citizenship Award Announced at Kovack National Conference

Every year at our National Conference, we award the Kovack Citizenship Award. The Kovack Citizenship Award is voted on by the Home Ofiice staff and takes many things into consideration when voting that include, but are not limited to, the treatment and respect of the staff along with a friendly working relationship with not only the Kovack staff, but also the product partners of Kovack. 

This year's winner of the Kovack Citizenship Award is Heather McClintock from Floral Park, New York. We congratulate Heather.

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We Want to
Hear From You

Let’s take the first steps on your journey with us.

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