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About Cris R. McBride Financial Services

Money means different things to different people, and no two investors are alike. For this reason, it is sure that the use of a cookie cutter approach will not be a successful investment strategy in helping you achieve the financial goals that are important to you.

For over 50 years, the family practice of Cris R. McBride Financial Services has helped navigate their clients through many different market cycles and crisis to help them pursue their goal of achieving their hopes and dreams. With an emphasis on mitigating and managing risk, the firm designs and actively manages customized financial solutions.

Cris McBride is dedicated to professionally supporting, educating and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect.

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Our Services

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.