MacLean Wealth Management

www.macleanwm.com

No matter your age or stage of life, the time to plan your financial future is now. Whether your primary goal today is to save for a new home, a college education, or retirement, MacLean Wealth Management has the knowledge, experience, and resources to work with you to create a realistic financial plan that is funded through sound investment strategies. Education and objectivity are the cornerstones of our business. Our professionals are extensively trained in financial planning as well as a wide range of investment opportunities, representing a number of reputable financial institutions. Our team understands that financial goals represent more than just money—they embody the aspirations our clients value most. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with MacLean Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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No matter your age or stage of life, the time to plan your financial future is now. Whether your primary goal today is to save for a new home, a college education, or retirement, MacLean Wealth Management has the knowledge, experience, and resources to work with you to create a realistic financial plan that is funded through sound investment strategies. Education and objectivity are the cornerstones of our business. Our professionals are extensively trained in financial planning as well as a wide range of investment opportunities, representing a number of reputable financial institutions. Our team understands that financial goals represent more than just money—they embody the aspirations our clients value most. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with MacLean Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Country

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State

New Jersey

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City (Headquarters)

Princeton

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Employees

1-10

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Founded

1999

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner Practitioner

    Email ****** @****.com
    Phone (***) ****-****

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