Nicholas Mccleary

Nicholas Mccleary Email and Phone Number

President and Financial Advisor @ Castle Financial Partners
Delhi charter Township, MI, US
Nicholas Mccleary's Location
Holt, Michigan, United States, United States
About Nicholas Mccleary

Castle Financial Partners is passionate about IMPACTING lives. Comfort in times of worry, clarity in times of confusion, protection in times of need, and happiness in times of achievement! You only have one life to live. Live it with dignity and confidence!Specialties Include:Individual:• Debt Management• Wealth Accumulation (Investment Strategies*)• College Funding Strategies* (529 Plans, Educational IRA’s)• Qualified vs. Non-Qualified Plans, IRA’s, Roth's, etc• Comprehensive Financial Planning* Business:• Employee Benefits (Health, Disability, Dental, Vision, Life)• Retirement Plans* (401k, 403b,457,Simple,ect)• Business Continuation Strategies• Employee educational workshops Qualifications:• Registered Representative and Investment Advisor Representative*• Licensed Life, Accident, and Health Insurance Agent• Variable* Life & Annuity Licensed• FINRA Series 7 and Series 66 Registrations*.*Nicholas McCleary offers products and services using the following business names: Castle Financial Partners – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Castle Financial Partners. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

Nicholas Mccleary's Current Company Details
Castle Financial Partners

Castle Financial Partners

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President and Financial Advisor
Delhi charter Township, MI, US
Employees:
6
Nicholas Mccleary Work Experience Details
  • Castle Financial Partners
    President And Financial Advisor
    Castle Financial Partners
    Delhi Charter Township, Mi, Us
  • Castle Financial Partners
    President & Financial Advisor
    Castle Financial Partners Apr 2018 - Present
    Lansing, Michigan Area
  • Washington Avenue Advisors
    Financial Advisor
    Washington Avenue Advisors Sep 2016 - Apr 2018
    511 South Washington Ave, Lansing Mi 48933
  • The Centennial Group
    Financial Advisor
    The Centennial Group Apr 2012 - Apr 2018
    511 South Washington Ave Lansing Mi 48933
  • State Farm Insurance
    Licensed Producer
    State Farm Insurance May 2011 - Dec 2011
    Property and Casualty Producer

Nicholas Mccleary Skills

Life Insurance 401k Retirement Planning Employee Benefits Wealth Management Investments Income Protection College Savings Plans Business Planning

Nicholas Mccleary Education Details

Frequently Asked Questions about Nicholas Mccleary

What company does Nicholas Mccleary work for?

Nicholas Mccleary works for Castle Financial Partners

What is Nicholas Mccleary's role at the current company?

Nicholas Mccleary's current role is President and Financial Advisor.

What schools did Nicholas Mccleary attend?

Nicholas Mccleary attended Olivet College, Harper Creek.

What are some of Nicholas Mccleary's interests?

Nicholas Mccleary has interest in Family, Hunting, Sports, Fishing.

What skills is Nicholas Mccleary known for?

Nicholas Mccleary has skills like Life Insurance, 401k, Retirement Planning, Employee Benefits, Wealth Management, Investments, Income Protection, College Savings Plans, Business Planning.

Who are Nicholas Mccleary's colleagues?

Nicholas Mccleary's colleagues are Jasmine Garn, Jeremy Deyarmond, Gregory Washington.

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