Maclean Wealth Planning

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

5000 Bridgeport Way W, University Place,...

Phone Number

(253) 509-7051

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Maclean Wealth Planning

Maclean Wealth Planning, LLC is a retirement and income planning advisory firm that specializes in creating reliable income strategies for physicians and professionals. The firm addresses the unique financial challenges faced by these clients, offering a comprehensive range of investment and insurance solutions tailored to their needs. With a focus on wealth accumulation and sustainable retirement, Maclean Wealth Planning aims to provide trusted guidance and support. Their services include retirement income planning, estate management, and tax planning, ensuring clients can navigate their financial futures effectively.Explore more
Maclean Wealth Planning's Social MediaPopular SearchesMaclean Wealth Planning LLCMacLean Wealth PlanningChieko Maclean, CPAChieko MacleanChiekomacleanSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Maclean Wealth Planning

<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AO
Arianna OrourkeManaging Director, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Maclean Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Maclean Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Maclean Wealth Planning.

Maclean Wealth Planning Tech Stack

A closer look at the technologies used by Maclean Wealth Planning

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Frequently Asked Questions Regarding Maclean Wealth Planning

What is Maclean Wealth Planning's official website?
Maclean Wealth Planning's official website is www.macleanwealthplanning.com
What is Maclean Wealth Planning's Revenue?
Maclean Wealth Planning's revenue is <$5 Million
What is Maclean Wealth Planning's SIC code?
Maclean Wealth Planning's SIC: 62,628
What is Maclean Wealth Planning's NAICS code?
Maclean Wealth Planning's NAICS: 52,523
How many employees does Maclean Wealth Planning have?
Maclean Wealth Planning has 1-10 employees
What industry does Maclean Wealth Planning belong to?
Maclean Wealth Planning is in the industry of: Finance, Insurance, Securities Trading
What is Maclean Wealth Planning competition?
Maclean Wealth Planning top competitors include: Copper Canyon Wealth Management, Murphy Wealth Management, GoodWealth Financial Partners, Baystate Financial
What technology does Maclean Wealth Planning use?
Some of the popular technologies that Maclean Wealth Planning uses are: Smarsh, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Maclean Wealth Planning?
Maclean Wealth Planning contact info: Phone number: (253) 509-7051 Website: www.macleanwealthplanning.com
What does Maclean Wealth Planning do?

Maclean Wealth Planning, LLC is a retirement and income planning advisory firm that specializes in creating reliable income strategies for physicians and professionals. The firm addresses the unique financial challenges faced by these clients, offering a comprehensive range of investment and insurance solutions tailored to their needs. With a focus... on wealth accumulation and sustainable retirement, Maclean Wealth Planning aims to provide trusted guidance and support. Their services include retirement income planning, estate management, and tax planning, ensuring clients can navigate their financial futures effectively.Read More

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

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