Clelan

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

210 Grandview Ave Ste 101, Camp Hill, Pe...

Phone Number

(717) 761-4633

Revenue

<$5 Million

Industry

Finance Securities Trading

About Clelan

Clelan Financial Advisors specializes in providing personalized financial planning and investment management services, particularly for individuals nearing or in retirement. With a focus on building trust and understanding clients' unique goals, they offer tailored strategies to help clients achieve financial confidence and security. Their team of experienced advisors emphasizes a relationship-driven approach, ensuring that clients feel supported in their financial journey. Clelan primarily serves clients with over $500,000 in investable assets who value a collaborative and insightful planning process.Explore more
Clelan's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Clelan Org Chart

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Client Service Associate

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Client Service Associate

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Relationship Manager

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Retirement Plan Client Service Associate

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clelan

<$5M
1-10
Private
-
1989
DR
Doug RogersClient Service Associate
<$5M
11-50
Private
-
2003
SB
Suzette BroussardAdministrative Officer Chief Compliance Officer Partner
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2006
CM
Christopher MarkosFinancial Advisor
<$5M
1-10
Private
-
1991
LG
Lindsay GriffinManager, Marketing & Communications
Illustration of an envelope

Clelan Tech Stack

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Frequently Asked Questions Regarding Clelan

What is Clelan's official website?
Clelan's official website is www.clelan.com
What is Clelan's Revenue?
Clelan's revenue is <$5 Million
What is Clelan's SIC code?
Clelan's SIC: 62,628
What is Clelan's NAICS code?
Clelan's NAICS: 52,523
How many employees does Clelan have?
Clelan has 1-10 employees
What industry does Clelan belong to?
Clelan is in the industry of: Finance, Securities Trading
What is Clelan competition?
Clelan top competitors include: Choice Wealth Advisors, Fulcrum Wealth Advisors, Summit Financial Wealth Advisors, Erickson Advisors
What technology does Clelan use?
Some of the popular technologies that Clelan uses are: Google Universal Analytics, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Clelan?
Clelan contact info: Phone number: (717) 761-4633 Website: www.clelan.com
What does Clelan do?

Clelan Financial Advisors specializes in providing personalized financial planning and investment management services, particularly for individuals nearing or in retirement. With a focus on building trust and understanding clients' unique goals, they offer tailored strategies to help clients achieve financial confidence and security. Their team of... experienced advisors emphasizes a relationship-driven approach, ensuring that clients feel supported in their financial journey. Clelan primarily serves clients with over $500,000 in investable assets who value a collaborative and insightful planning process.Read More

What are Clelan social media links?
Clelan Linkedin page Clelan Facebook page
Is Clelan a public company?
Clelan is private company therefore does not currently have an official ticker symbol
See more information about Clelan

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