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McCann Wealth Strategies, Inc.
McCann Wealth Strategies, Inc.

McCann Wealth Strategies, Inc.

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Introduction
Too often, financial advisors only talk about money. We believe this disregards the most critical part of financial planning: understanding you! We've developed a distinct way of communicating your goals, identifying your resources, and managing your investments, which we call The McCann Wealth Strategies process. McCann Wealth Strategies offers services such as financial planning, insurance annuities, securities, estate planning, and wealth management and accumulation. The McCann Wealth Strategies process is a comprehensive and systematic method to enjoy your life, enhance your personal and financial well-being, protect your wealth, and skillfully transfer your assets when the time comes. At McCann Wealth Strategies, Inc., we believe purpose drives sound investment choices. Our special ability is to assemble a multidisciplinary team to develop and execute a crystal-clear plan for your financial success. Since 1994, we've been collaborating with clients across Pennsylvania and multiple states throughout the country to assist them in planning, staying on track, and avoiding expensive errors. We offer an unprecedented level of access and service to our clients via our team of exclusive and well-respected professionals throughout the country. With all these support, you can finally give more of your life to living. We are helping clients build, protect and preserve their assets.
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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

Projects and media

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Projects and media

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