McCann Wealth Strategies, Inc. Financial Advisors

McCann Wealth Strategies, Inc.

(717) 610-4342 www.financialplanninglemoyne.com

1013 Mumma RdLemoyne, PA 17043 map »

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Business overview

Pat McCann, RFC Rachel Klinger, RFC "Helping Clients Build Protect & Preserve Their Assets" Established in 1994, McCann Wealth Strategies, Inc. has been working with clients throughout Pennsylvania, and multiple states around the country, to help them plan, stay on track, and avoid costly mistakes. We specialize in: Asset Protection, Estate & Charitable Planning, Retirement & Income Distribution, and Wealth Accumulation.

Investments

  • Annuities
  • Mutual Funds

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Planning

Certifications

  • Certified Estate Planner
  • Certified Financial Manager
  • Certified Financial Planner
  • Registered Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Payments Accepted

  • Personal Checks

Year Established

1994

Languages Spoken

  • English

Reviews

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Reviews

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