Tracy A. MacKinstry, CFS

860.669.9900

Tracy A. MacKinstry

Tracy helps you make smart choices with your money. As your financial consultant, Tracy will meet you where you are on your financial journey, knowing everyone’s goals are unique and based on their personal and family needs, and will partner with you to develop plans based on your life goals to pursue the retirement outcomes you desire.  

As the principal of MacKinstry Financial & Investments, LLC, and Educators Retirement Consulting her passion is to provide you with a completely personalized experience, assisting you to create a strong and thorough financial plan for your future. Her goal is to enable you to spend time focused on what you do best, what makes you happy, and fulfilled in your life with your friends, family, hobbies and career.

Tracy is a graduate of Syracuse University in Economics and Finance. Additionally, Tracy holds a paralegal certificate from the University of Hartford. Tracy has been devoted to financial planning for individuals, families, teachers, and administrators from the Connecticut Public School System since 1995.  

A committed and active member of the local community, Tracy belongs to the FPA:  Financial Planning Association, Shoreline Community Women, Inc., and the Chambers of Commerce in Clinton, Old Saybrook and Killingworth, Connecticut.