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 $6,996,722 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$304,205
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Marc McLean (CRD# 5783478) is an Investment Advisor Representative working at Mclean Financial Planning And Investment Management in Mentor, OH and has over 7 years of experience in the finance industry.