MacLean Financial Group

MacLean Financial Group

Financial Services Reno, Nv, United States 12 employees
Employees
12

MacLean Financial Group Overview

Headquarters
Reno, Nv, United States
Industry
Financial Services
Employees
12
Founded
1990
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Hawley Maclean Owner at Maclean Financial Group, Inc
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Carissa Thomas Director of Operations at Maclean Financial Group
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Jeff Sturgeon Associate Wealth Advisor
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Julia Simon-Baur 🇩🇪🇺🇸 Office Administrator & Marketing Assistant
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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 Email Phone
Finance 3 3 1

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