MacLean Wealth Management
Financial Services
138 Nassau St
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 2
MacLean Wealth Management Overview
- Headquarters
- 138 Nassau St
- Website
- www.macleanwm.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 1999
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Sherry Maclean | CFO at Maclean Agency | Princeton, New Jersey, United States |
Email
|
| Arielle Laskowski | Client Service at Maclean Agency |
View
|
|
| Kam Amirzafari | Certified Financial Planner™ | Princeton, New Jersey, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Compare Similar Companies to MacLean Wealth Management
Univest
Financial Services
Advisors Asset Management, Inc.
Financial Services
Citizens Private Wealth
Financial Services
Rockwood Wealth Management
Financial Services
Withum Wealth Management
Financial Services
Innova Wealth Partners, LLC
Financial Services
Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Services, LLC
Financial Services
CLH Wealth Management, LLC
Financial Services
Penn Wealth Accounting Group
Accounting
Songbird Capital
Investment Management