Financial Planning State College, PA | (814) 237-0841

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.

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.

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.

Certifications & Associations

Pat McCann & Rachel Klinger are Registered Financial Consultants, Charter Members of Ed Slott's Master Elite Advisor Group, Master Certified Members of the H.S. Dent Advisors Network.

Languages Spoken

English

Business founded (year)

1994