Mountain Capital Planning

Call Directions Website Contact the business

Mountain Capital Planning Educating companies and employees to position and protect both corporate and personal assets. Your Financial Success Comes First.

Founded by Kyle McDermott, CFP®, AIF®, we specialize in providing personalized financial solutions tailored to your unique needs. Our team is dedicated to helping individuals, small business owners, and pre-retirees achieve their financial goals with confidence. Whether you’re planning for retirement, managing your business’s financial growth, or looking to secure your legacy, we offer expert guidance every step of the way. We pride ourselves on our client-first approach, transparency, and commitment to fiduciary standards, ensuring that your best interests are always at the forefront of our services. Discover how we can help you build a strong financial future and take control of your wealth today. Our Mission

We empower clients with personalized financial strategies that secure their future and allow them to achieve their dreams. We are dedicated to providing expert guidance, fostering long-term relationships, and delivering comprehensive financial planning, education, and unwavering support.

10/09/2026

With premium credit-card annual fees nearing $900, now is a good time to make sure those flashy perks are actually worth it.

10/07/2026

Single moms completing the 2027–28 FAFSA should understand parent income, divorced-parent rules, aid deadlines and new Parent PLUS loan limits.

10/05/2026

Two IPO headlines just landed within a 12-hour period that perfectly sum up one of the stock market's greatest conundrums.

10/02/2026

The relationship between people and their AI representatives needs examination.

09/30/2026

A budget can help you spend, save, and manage your money over time. Budgeting helps control expenses, prepare for future needs, and work toward financial goals.

09/28/2026

Half of all owners will exit their business because of a crisis. Clear planning now can keep families intact.

09/25/2026

The increase will add to interest costs for credit-card borrowers but won‘t directly affect mortgage rates.

09/23/2026

Is $3 million enough to retire? Retirement preparedness requires more than savings. Learn why your resources must be able to support the life you're planning.

09/21/2026

The first ministers of the three semiautonomous regions of the U.K. told Prime Minister Andy Burnham and his government to prepare for constitutional change.

09/18/2026

Having a record of every artificial-intelligence conversation isn’t just a convenience. It can change the way you work and think.

Address

421 Penbrooke Drive, Suite 8
Penfield, NY
14526

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15852148680

Website

Alerts

Be the first to know and let us send you an email when Mountain Capital Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Mountain Capital Planning:

Shortcuts

Share

Category