About
Overview
BBB Accredited Since: 6/25/2001
Years in Business: 31
BBB Accreditation & Rating
About This Business
McCann Wealth Strategies offers a holistic financial planning process which covers more than just your money and incorporates many different aspects into your overall financial plan. They specialize in:
Retirement Planning
Estate Planning
Insurance & Risk Management
Tax Planning
Investment Management
Business Details
- BBB File Opened:
- 6/28/2001
- Business Started:
- 1/1/1994
- Type of Entity:
- Corporation
- Alternate Names:
- McCann Financial Services
- Business Management:
- Mr. J Patrick McCann, Vice President/Chief Technology Officer
- Ms. Christine F McCann, Vice President/Treasurer
- Ms. Rachel Klinger, President
Additional Contact Information
- Principal Contacts
- Ms. Rachel Klinger, President
- Customer Contacts
- Ms. Rachel Klinger, President
- Fax numbers
- Primary Fax: (814) 234-1408
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 155646 for this business, issued by Pennsylvania Department of Banking and Securities
Pennsylvania Department of Banking and Securities
17 N Second Street, Suite 1300
Harrisburg PA 17101
Additional Information
- Other Resources
- Pennsylvania Department of Banking and Securities
17 N Second Street, Suite 1300
Harrisburg PA 17101
Phone Number: 800-722-2657
Fax Number: 717-787-8773
http://www.dobs.pa.gov
More Resources
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