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Independent, Financial Planning & Investment Management Services in Atlantic County, NJ

At McLean Advisory Group, we pour every ounce of effort we have into developing, implementing, and monitoring strategies that will help our clients meet their goals.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investment planning.

Our goal is to exceed our clients’ expectations for service, advice, and quality at all times. 

Financial Services we offer in Atlantic County 

  • Retirement Income Planning
  • Social Security Maximization
  • Comprehensive Financial Lifestyle Planning
  • Legacy, Estate, And Philanthropy Planning
  • Income Tax Minimization Strategies
  • Risk Management And Asset Protection
  • Life Insurance & Long Term Care Financial Planning
  • Veteran Benefit Education
  • Medicare Supplement Insurance

Contact a Financial Planner in Atlantic County, NJ

Thank you!

McLean Advisory Group’s Financial Services are available in:

Atlantic City
Corbin City
Egg Harbor City
Estell Manor
Margate City
Port Republic
Somers Point
Ventnor City