At McKee Financial Resources Inc., we're not just a financial services firm. We're a team of dedicated professionals committed to helping discerning clients navigate their unique financial landscapes.
McKee Financial Resources Inc. is an Indiana-based firm with a rich history of serving clients nationwide. We've grown and evolved, but our commitment to excellence and bespoke service has remained unwavering. We believe in establishing long-term relationships that encourage open and honest communication, forming the cornerstone of our success.
Our team is composed of highly qualified professionals, each bringing their unique expertise to the table. Led by C. Brian McKee, RFC®, CKA®.
We operate our business with ethics and integrity. Our shared values guide us in all our decisions and actions, ensuring we deliver a service that matches the high expectations of our clients.
We listen to your needs and concerns, and develop a customized financial strategy that aligns with your aspirations. Our proactive approach provides you with the confidence to work toward reaching your financial goals.
Let's Get There, Together
Wherever the road of life takes you, we're here to go with you. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. At McKee Financial, you'll benefit from the technology and resources of a large company and the personalized attention you need to establish a plan for financial success.
Find forms, explanations, and other tools to help you manage your taxes
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.