Mclean Financial Planning And Investment Management

Mclean Financial Planning And Investment Management (CRD# 170717) is a financial advisory firm headquartered in Mentor, OH. They manage $6,000,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $117,647
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Mclean Financial Planning And Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Marc T. McLean
CRD#: 5783478
9356 Ivan Court, Mentor, OH 44060
93
Wealthminder
score

Marc McLean (CRD# 5783478) is an Investment Advisor Representative working at Mclean Financial Planning And Investment Management in Mentor, OH and has over 6 years of experience in the finance industry.

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