Maclean Financial Group
MacLean Financial Group specializes in comprehensive financial planning. Our associates provide you with the services and advice you need to help you realize your dreams and achieve your goals. Our associates are supported by a team of professional staff with many years of combined experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation and employee benefits. We help business owners grow their business and become more profitable by paying less in taxes, protecting the assets they have invested in their business, helping them attract and retain key employees, and by addressing compensation, benefit and succession planning issues. We provide families the solutions and resources that help them build, sustain, and ultimately (efficiently) distribute their wealth. We achieve this by employing processes that create continuity between the creation, utilization, and distribution stages of multigenerational wealth. We have developed, and will continue to develop, financial planning strategies, product affiliations, and strategic alliances that support, enhance and sustain this aim. We believe in a "plan" focus instead of a "product" focus when creating a financial plan for our clients. SECURITIES OFFERED THROUGH REGISTERED REPRESENTATIVES OF CAMBRIDGE INVESTMENT RESEARCH, INC, A BROKER/DEALER, MEMBER FINRA/SIPC. ADVISORY SERVICES OFFERED THROUGH CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC, A REGISTERED INVESTMENT ADVISOR. MACLEAN FINANCIAL GROUP, AND CAMBRIDGE INVESTMENT RESEARCH, INC. ARE NOT AFFILIATED. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JC
James Capper
Business Development Officer & Insurance Specialist · Other
EmailPhone - DS
Dan Springer
Director · General Business & Management
EmailPhone - LD
Lori Daniel
Wealth Advisor · Finance & Accounting
EmailPhone - JS
Jeff Sturgeon
Associate Wealth Advisor · Finance & Accounting
EmailPhone - JS
Julia Simon-Baur
Office Administrator & Marketing Assistant · General Business & Management
EmailPhone
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Top roles at Maclean Financial Group
8 distinct titles indexed · top 8 shown.
- 1administrative
- 1associate wealth advisor
- 1business development officer & insurance specialist
- 1director
- 1director of operations
- 1new business development & fundraising
- 1office administrator & marketing assistant
- 1wealth advisor
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