Overview

Since 1990, MacLean Financial Group has been dedicated to helping individuals and businesses build, protect and preserve their wealth. Our advisors draw on this heritage of excellence to provide important perspective when counseling investors on their financial management needs. No matter what you hope to achieve, we strive to help fulfill your financial goals through all stages of life.

Business Financial Planning
We can help develop plans that uphold your values and protect your company, while striving to achieve a net positive effect for you and your firm.

Retirement & Retention Incentives
Recruiting, retaining and rewarding employees is crucial to your firm’s success. Our benefit plans are built to strengthen employee loyalty.

Retirement Plans
Whether you’re just starting out or are preparing to leave the workforce, our retirement plans will help you approach the future with confidence.

Risk Management
Are you and your loved ones protected? Our comprehensive financial plans provide a variety of services designed to promote the longevity of your family.

Financial Independence
As your financial steward, our goal is simple: to grow and protect your assets. Across a broad spectrum of services, we strive to enhance your financial independence.

Estate & Succession Planning
Our focused approach to wealth management respects the importance of sustaining your legacy and protecting your most foundational values.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,146 days old

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