McClellan Wealth Management - Birmingham, Alabama

McClellan Wealth Management: A Trusted Financial Planning Partner

McClellan Wealth Management is a respected financial planning firm dedicated to helping individuals and families achieve their long-term financial goals. Located in Birmingham, Alabama, at 800 Shades Creek Pkwy Suite 310, the firm operates with a commitment to personalized service and strategic wealth management. They pride themselves on building lasting relationships with their clients, serving as more than just a financial advisor – they strive to be a trusted partner in navigating the complexities of personal finance.

Expertise and Services

At McClellan Wealth Management, the core focus is on providing comprehensive financial planning services tailored to meet the unique needs of each client. Their expertise encompasses a wide range of areas, including:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as income, expenses, and investment goals.
• Investment Management: Creating and managing diversified investment portfolios designed to align with client risk tolerance and financial objectives.
• Estate Planning: Assisting clients in establishing effective estate plans to protect their assets and provide for their loved ones.
• Education Planning: Guiding families through the process of saving for college and other educational expenses.
• Insurance Planning: Evaluating insurance needs to ensure adequate protection against unforeseen events.

The team at McClellan Wealth Management emphasizes a holistic approach to financial planning. They believe that all aspects of a client’s financial life are interconnected and should be considered when developing a comprehensive strategy. This includes not just investments, but also tax planning, debt management, and charitable giving.

Location and Accessibility

The firm’s location at 800 Shades Creek Pkwy Suite 310, Birmingham, AL 35209 is strategically chosen for its convenience and accessibility. They are committed to providing a comfortable and welcoming environment for all clients. Notably, McClellan Wealth Management offers a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the office. Additionally, a wheelchair-accessible toilet is available on-site, demonstrating a clear commitment to inclusivity. Appointments are recommended to allow for dedicated time and personalized attention.

Client Feedback and Reputation

McClellan Wealth Management has consistently received positive feedback from its clients, as evidenced by its impressive Average opinion: 5/5 rating on Google My Business. Clients frequently commend the team's responsiveness, dedication, and genuine care for their well-being. One client testimonial highlights the team’s commitment to understanding their clients’ goals and providing tailored solutions: ‘Josh is a great person to work with. He truly cares about his clients’ well-being and helping to achieve their goals. Josh and the rest of the team are great Our go-to for all questions concerning our family financial planning.’

The firm’s dedication to client satisfaction is further reinforced by their proactive approach to communication and ongoing support. They understand that financial planning is not a one-time event, but rather an ongoing process that requires regular review and adjustments.

Contact Information and Resources

For more information about McClellan Wealth Management and its services, please visit their website at mcclellanwealth.com. You can also reach them directly by phone at Phone: 2052089868. The firm’s team is readily available to schedule an appointment and discuss your financial planning needs.

McClellan Wealth Management is dedicated to providing a secure and professional setting for all client interactions.

👍 Reviews of McClellan Wealth Management

Nancy B.

5/5

Josh is a great person to work with. He truly cares about his clients' well-being and helping to achieve their goals.

L R.

5/5

Josh and the rest of the team are great! Our go-to for all questions concerning our family financial planning.