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Income Planning at Every Life Stage. You Deserve Financial Excellence.

Just starting to save, ready to retire, or already retired. Wherever you want to go, Tracy is ready to help you position your plan to address your goals.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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The Process

Tracy will work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to her collaborative and transparent methods, she wants you to always know where you stand.

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Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let Tracy help you build for tomorrow.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, Tracy will help create an estate strategy for your family's situation.

Taxes

Tracy has resources that can help resolve some of the most sophisticated tax issues.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Investment

Tracy can create a portfolio that's designed with a goal to fit your lifestyle.

Lifestyle

Dream big, have fun.

What Sets MacKinstry Financial & Investments, LLC. Apart

Tracy is here to help navigate the intersection of life and financial preparation. With Tracy at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

"We have worked with Tracy and her staff for more than 30 years, and her guidance has guided and shaped our family’s financial life in ways we could never fully express. She has always taken both my and my wife’s finances into account with respect and clarity. Personable, professional, and remarkably dependable, Tracy is easy to reach, easy to work with, and always gets things done. As a now retired teacher, I can say without hesitation that we would not be where we are today without her expertise and care. She truly knows her stuff."
*This statement is a testimonial by a client of the financial professional as of 06/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

David V.

"Tracy has guided us with exceptional professionalism and genuine care. She has walked with us for many years, offering steady expertise and sincere care. I especially appreciate how she has always included and honored my own financial needs as a wife and partner, while at the same time understanding both my husband’s goals and mine. She is a rare combination of skill and heart. Her thoughtful approach has made all the difference."
*This statement is a testimonial by a client of the financial professional as of 06/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Louise C.

"MacKinstry Financial is very professional & caring. They explain everything they do. We have been using Mackinstry for the last twenty years. Tracy, Elisamarie and Jake are awesome! Janet and I are very pleased with everything."
*This statement is a testimonial by a client of the financial professional as of 06/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Mark and Janet B.

Address

9 Old Post Road

Clinton, CT 06413