McLean Financial Planning and Investment Management

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McLean Financial Planning and Investment Management — overview

Assets Under Management

Type

Wealth Manager

Location

Concord, OH, US

Alternative Asset Classes

-

About

McLean Financial Planning and Investment Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services include financial planning, investment management, insurance, retirement planning, tax planning, asset allocation, and portfolio management. The firm provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and business entities.

McLean Financial Planning and Investment Management - known decision makers (1)

Contact NamePositionLocationEmailTelephoneAsset Class
PresidentConcord, USGEN

Showing 1 of 1 known decision makers McLean Financial Planning and Investment Management

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