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McLean Advisory Group helps Waretown, NJ families plan for retirement, estate planning & tax strategies. Schedule a consultation today.
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Hex Code
Color name
RGB
HSL
CMYK
#1C4828
Everglade
28, 72, 40
136, 44, 20
61, 0, 44, 72
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
McLean Advisory Group is a financial advisory firm based in Waretown, New Jersey, helping families coordinate retirement, investment, tax, and estate planning. The firm’s approach connects these areas in one strategy, aiming to reduce the gaps that can arise when financial professionals work separately. Its 3D process begins with clients’ dreams and priorities, maps their dollars to those goals, and considers how wealth will be passed on to loved ones.
Services include retirement income and retirement planning, Social Security guidance, investment management, retirement tax planning, and estate planning coordination. The firm also offers wealth guidance for clients seeking coordinated oversight of portfolios, tax exposure, and legacy considerations. Tax return preparation is available exclusively to McLean Advisory Group clients and existing tax clients. The team works with financial planners, estate attorneys, and tax professionals to develop customized plans, and emphasizes client education and long-term communication. Founded in 1983, McLean Advisory Group provides consultations from its Waretown office and shares planning resources, books, and the Financial Insanity Radio Show.
Brand industry
Finance
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How do I download the McLean Advisory Group logo?
The McLean Advisory Group logo comes in one version: an icon. Download as JPEG.
What are McLean Advisory Group's brand colors?
The McLean Advisory Group color palette uses the hex codes #1C4828 and #FFFFFF.
The McLean Advisory Group name, logos and brand assets are trademarks of McLean Advisory Group and its affiliates. Brandfetch isn't affiliated with or endorsed by McLean Advisory Group. Their use is subject to McLean Advisory Group's brand guidelines.