MacLean Wealth Management
Company

MacLean Wealth Management

Financial Services 138 Nassau St 3 employees
Employees
3
Contacts
2
Emails
2

MacLean Wealth Management Overview

Headquarters
138 Nassau St
Industry
Financial Services
Employees
3
Founded
1999
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About MacLean Wealth Management

No matter your age or stage of life, the time to plan your financial future is now. Whether your primary goal today is to save for a new home, a college education, or retirement, MacLean Wealth Management has the knowledge, experience, and resources to work with you to create a realistic financial plan that is funded through sound investment strategies. Education and objectivity are the cornerstones of our business. Our professionals are extensively trained in financial planning as well as a wide range of investment opportunities, representing a number of reputable financial institutions. Our team understands that financial goals represent more than just money—they embody the aspirations our clients value most. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with MacLean Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

MacLean Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

MacLean Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Sherry Maclean CFO at Maclean Agency
Email
Arielle Laskowski Client Service at Maclean Agency
View
Kam Amirzafari Certified Financial Planner™
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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