Who is The McCoy Investment Group?
About Us
Building wealth allows people to be present to what matters most to them. Simply put, a sound investment strategy can create options over the long term. Jeff McCoy has nearly 40 years of investment industry experience helping investors like you build and manage their wealth so they can focus on things that matter most to them. Once Nick became a father himself, he decided to enter the family business to provide for his young family and help others and their families along their financial journeys. Today, as a father-son team, they are personally committed to helping you pursue your long-term financial goals across multiple generations.
Learn More Your Professional Financial Translators
Are you …
- Worried you won’t be prepared for retirement?
- Frustrated with previous cookie-cutter investment experiences, lacking personalized service?
- Overwhelmed with options, information, and headlines?
- Busy with life, raising families and building careers – just too tired – and need a professional to help you manage your finances?
Our Holistic Relationship
Our why is simple: to help create financial opportunities in the lives of our clients. It starts with trust and a deep understanding of their unique situation and interests in life. We educate on product types, financial markets, and the global environment. And pride ourselves on transparency of performance, risks, and costs associated with doing business. At Stifel, we strive to be the “Investment of Choice” for small and large shareholders – our commitment is to create value and maximize return on investment. The “Advisor of Choice” – for individual, institutional, corporate, and municipal clients who expect us to listen and deliver innovative strategies. And the “Firm of Choice” for advisors – for hardworking team players who devote their energy and attention to client needs.
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