McCann Wealth Strategies, Inc

Specialties

At McCann Wealth Strategies, Inc., we believe purpose drives good investment decisions. Our special ability is to bring together a multidisciplinary team to create and implement a crystal-​clear plan for your financial success. Since 1994, we have been working with clients throughout Pennsylvania and multiple states around the country to help them plan, stay on track, and avoid costly mistakes. We provide an unprecedented level of access and service to our clients through our team of well respected and exclusive professionals throughout the country. With all this support, you can finally devote more of your life to living.

McCann Wealth Strategies offers services including, but not limited to, financial planning, insurance, securities and annuities.

The McCann Wealth Strategies Process is a systematic and comprehensive approach to protect your wealth, enhance your financial and personal well being, enjoy your life, and skillfully transfer your assets when the time comes.

History

Established in 1994.

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.

Meet the Business Owner

Pat M.

Business Owner

Helping people plan, stay on track, and avoid costly mistakes.

Too often financial advisors talk only about money. We believe this ignores the most important part of financial planning — understanding YOU! We have developed a unique way of identifying your resources, communicating your goals, and managing your investments. We call it The McCann Wealth Strategies Process.