McLean is proud to announce a number of our advisors are once again represented on Northern Virginia Magazine’s annual Top Financial Professionals list. Congratulations to Paula Friedman and Jessica Wunder for making the list for the second year in a row, and Rob Cordeau and Rob Papa for their first appearance. You can find the winners at NorthernVirginiaMag.com.
In addition, three of our advisors will be included on a list of “Five-Star Wealth Managers” in Washington Post Magazine on October 25. Congratulations to Paula Friedman, Joel Gemmell and Kyle Meyer.
You can learn more about these advisors and the services they offer at their bio pages:
McLean Asset Management Corporation helps people realize their financial goals in any stage of life with a specialization in retirement income planning and distribution. Our staff of leading industry professionals is here to make sure our clients reach retirement safe and prepared.
DISCLOSURE: Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Northern Virginia Magazine named Top Financial Professional in seven categories: Employee Benefits, Estate Planning, Income Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, and Risk Management. In 2015, there were 755 financial advisers considered, and 144 were named a Top Financial Professional. For additional information on Northern Virginia Magazine’s Top Financial Professionals List, please refer to www.northernvirginiamag.com. McLean Asset Management may pay an additional fee after receiving an award or ranking if we choose to advertise in the publication. In the Washington DC Area, Five Star Professional considered 1,837 award candidates, and 227 were named 2015 Five Star Wealth Managers. Criteria used to make these determinations were: Credentialed as an investment advisory representative or registered investment advisor; actively employed as a credentialed professional in the financial services industry for a minimum of five years; favorable regulatory and complaint history review; fulfilled their firm review based on internal firm standards; accepting new clients; one year client retention rate; five year client retention rate; non-institutional discretionary and/or non-discretionary client assets administered; number of client households served; educational and professional designations. For more information, go to http://fivestarprofessional.com/five_star_award. McLean Asset Management Corporation is a registered investment advisor and only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. The content of this publication is for informational purposes and is not an offer or solicitation for investment services or products.
McLean Asset Management Corporation (MAMC) is a SEC registered investment adviser. The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. Indexes are not available for direct investment. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user. MAMC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not take into account your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.