Mcgee Wealth Management
McGee Wealth Management, formerly Investment Insurance Coordinators, is a financial services firm committed to providing personal and individualized service to each of our clients since 1978. By going beyond the obvious we strive to be more than just a financial services professional. We become your financial partner. McGee Wealth Management is known for providing first class service with a small town feel. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. McGee Wealth Management and Cambridge 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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Verified contacts
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- MM
Michael McGee
Director of Wealth Management · Finance & Accounting
EmailPhone - AM
Amanda Munselle
Registered Client Service Associate · Customer/Client Service
EmailPhone - SL
Steven Lear
Customer Service Representative · Customer/Client Service
EmailPhone - TB
Tammy Bircher
Client Service Aassociate · Other
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Mcgee Wealth Management
6 distinct titles indexed · top 6 shown.
- 2client service aassociate
- 1customer service representative
- 1director of wealth management
- 1financial advisor
- 1financial assistant
- 1registered client service associate
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