McClarren Financial Advisors, Inc.

EST. AUM
$453,000,000

CONTACTS

CLIENT ACCOUNTS
1,719

Firm Details

Metro area Philadelphia
CRD Number 122147
Website mcclarren.com
Client types

Overview

McClarren Financial Advisors, Inc. is a comprehensive, fee-only registered investment advisory firm headquartered in State College, Pennsylvania, with a satellite office in Harrisburg. Founded in 1999 by Jeff McClarren, the firm serves middle-income individuals and families with holistic financial planning that integrates tax preparation, investment management, estate planning, and insurance analysis under one fee arrangement. McClarren Financial Advisors holds memberships in NAPFA and the Alliance of Comprehensive Planners.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McClarren Financial Advisors, Inc.

Platform Details

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