Mccann Wealth Strategies,inc.

Mccann Wealth Strategies,inc. (CRD# 155646) is a financial advisory firm headquartered in State College, PA. They manage $21,105,368 in 266 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $79,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, MD, PA

Financial Advisors at Mccann Wealth Strategies,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rachel L. Klinger
CRD#: 4937193
1040 Benner Pike, Suite 1, State College, PA 16801

Rachel Klinger (CRD# 4937193) is an Investment Advisor Representative working at Mccann Wealth Strategies,inc. in State College, PA and has over 18 years of experience in the finance industry.

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