Clelan
Highly Engaged Employees
Highly Engaged EmployeesFinance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
210 Grandview Ave Ste 101, Camp Hill, Pe...Phone Number
(717) 761-4633Website
www.clelan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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 Org Chart
BM
Relationship Manager
DR
Client Service Associate
SN
Retirement Plan Client Service Associate
LF
Financial Advisor
LB
Financial Advisor
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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... Read More
