McClure wealth management
Why pick this one
McClure Wealth Management has over 20 years of experience and offers personalized financial planning services tailored to individual client needs.
Best for
- individuals seeking personalized financial planning
- small businesses needing tailored financial strategies
- clients preparing for retirement
Look elsewhere if
- looking for budget-sensitive financial advice
- seeking one-size-fits-all financial solutions
Specialties
- financial planning
- wealth management
- small business benefits & planning
- 401k rollover services
- tax and legacy strategies
Certifications
- CRPC®
What makes them different
- personalized consultation to address unique financial needs
- tailored financial strategies for individuals and small businesses
- proactive approach in financial planning
- focus on life stages and milestones
- collaborative system prioritizing client goals
- Years in business
- 20 years
- Serves
- Lake Wylie
Distilled from this business's own website.
Contact & Location
- Address
- 1632 Village Harbor Dr Ste 106, Lake Wylie, SC 29710
- Phone
- 8036195038
- Website
- https://www.mcclurewm.com/contact
- c.david.mcclure@lpl.com
Services
- financial strategies
- investment advice
- insurance protection
- estate conservation
- wealth preservation