MacLean Financial Group
Financial Services
Reno, Nv, United States
12 employees
- Employees
- 12
MacLean Financial Group Overview
- Headquarters
- Reno, Nv, United States
- Website
- macleanfinancialgroup.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1990
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About MacLean Financial Group
MacLean Financial Group specializes in comprehensive financial planning. Our associates provide you with the services and advice you need to help you realize your dreams and achieve your goals. Our associates are supported by a team of professional staff with many years of combined experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation and employee benefits. We help business owners grow their business and become more profitable by paying less in taxes, protecting the assets they have invested in their business, helping them attract and retain key employees, and by addressing compensation, benefit and succession planning issues. We provide families the solutions and resources that help them build, sustain, and ultimately (efficiently) distribute their wealth. We achieve this by employing processes that create continuity between the creation, utilization, and distribution stages of multigenerational wealth. We have developed, and will continue to develop, financial planning strategies, product affiliations, and strategic alliances that support, enhance and sustain this aim. We believe in a "plan" focus instead of a "product" focus when creating a financial plan for our clients. SECURITIES OFFERED THROUGH REGISTERED REPRESENTATIVES OF CAMBRIDGE INVESTMENT RESEARCH, INC., A BROKER/DEALER, MEMBER FINRA/SIPC. ADVISORY SERVICES OFFERED THROUGH CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., A REGISTERED INVESTMENT ADVISOR. MACLEAN FINANCIAL GROUP., AND CAMBRIDGE INVESTMENT RESEARCH, INC. ARE NOT AFFILIATED. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
MacLean Financial Group Contact Details
- People in AeroLeads
- 4
MacLean Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Hawley Maclean | Owner at Maclean Financial Group, Inc |
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|
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| Carissa Thomas | Director of Operations at Maclean Financial Group | Greater Reno Area, United States |
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| Jeff Sturgeon | Associate Wealth Advisor | Reno, Nevada, United States |
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| Julia Simon-Baur | 🇩🇪🇺🇸 Office Administrator & Marketing Assistant | Reno, Nevada, United States |
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Employees by Management Level
Individual contributor
4 profiles
Director
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 1 |
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