516 Route 9
Here at McLean, we focus on one thing: the needs of our clients. We work with you individually to meet your specific goals and establish a plan is customized for your risk level and needs. We pride ourselves on our high-touch client service approach and ongoing communication through various methods.
We are committed to providing ongoing educational workshops. If you're not able to attend one of our live events, feel free to view the recorded webinar, at a time that's convenient for you. If you have a topic of interest to you that you don't see, please reach out and let us know.
We hold regular events for our clients to show our appreciation and have a little fun. In addition to our annual, theme-based Client Appreciation Party, we offer smaller, more intimate events that allow us to get to know our clients better and meet new people.
Our business is built on a foundation of thoughtful client relationships.
When we take on a new client, we make an implicit promise to shepherd your finances with care and to make sure we try to catch any blind spots you might be missing. In short: we’ve got your back.
Is there someone else you know who might appreciate having someone look out for them? We’re always thrilled to meet friends of our clients. When you send us a referral, we’ll watch out for them like they’re family.