MacLean Capital Advisors LLC

Financial ServicesCalifornia, United States2-10 Employees

MacLean Capital Advisors LLC is a registered investment advisor based in Indian Wells, California, offering tax-efficient investment management and comprehensive financial planning. Led by professionals who hold CFA and CPA credentials, the firm serves clients in the Coachella Valley, including Palm Desert, Indian Wells, La Quinta, Rancho Mirage, and Palm Springs, addressing objective financial planning needs and investment oversight. Positioned within the financial services industry, it emphasizes professional credentialing and a client-focused approach to managing portfolios and planning for tax considerations. The company operates from a small, local team and is located at a southern California address in the Indian Wells area.

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