McCann Wealth Strategies, Inc.

More Info

Pat McCann, RFC Rachel Klinger, RFC "Helping Clients Build Protect & Preserve Their Assets" Established in 1994, McCann Wealth Strategies, Inc. has been working with clients throughout Pennsylvania, and multiple states around the country, to help them plan, stay on track, and avoid costly mistakes. We specialize in: Asset Protection, Estate & Charitable Planning, Retirement & Income Distribution, and Wealth Accumulation.

General Info

Too often financial advisors talk only about money. We believe this ignores the most important part of financial planning - understanding YOU! We have developed a unique way of identifying your resources, communicating your goals, and managing your investments. We call it The McCann Wealth Strategies Process. The McCann Wealth Strategies Process is a systematic and comprehensive approach to protect your wealth, Enhance your financial and personal wellbeing, Enjoy your life, and skillfully Transfer your assets when the time comes.

Services/Products

Financial Planning, Investment Advisor, Securities, Insurance, Estate Planning

Brands

401 k, Annuities, Financial Planner, Mutual Funds

Payment method

check

Associations

Registered to only sell securities in the state(s) of CA, CO, DE, DC, FL, MD, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, UT, VA, and WV Member FINRA/SIPC (www.finra.org)

Categories

Estate Planning, Probate, & Living Trusts, Financial Planning Consultants, Financial Services, Investment Securities, Investments

Reviews

Details

Phone: (717) 610-4342

Address: 1013 Mumma Rd, Lemoyne, PA 17043