About JAMES G. MCCLELLAN, CPA
JAMES G. MCCLELLAN, CPA is a highly reputable financial advisor with a wealth of experience and a proven track record of helping clients achieve their financial goals. As a Certified Public Accountant, James has a deep understanding of all aspects of financial planning and is able to provide expert guidance and support to his clients.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and wealth management services
- Advises clients on investment strategies that align with their financial goals
- Creates personalized financial plans tailored to each client’s unique needs
- Offers regular portfolio reviews and adjustments to ensure optimal performance
- Provides education and guidance on tax planning and preparation
Facts and Insights:
JAMES G. MCCLELLAN, CPA has been in the financial services industry for over 15 years and has built a strong reputation for delivering exceptional results for his clients. As a highly skilled and knowledgeable financial expert, James stays current with the latest market trends and developments to provide the best possible advice and service to his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 1+ | 15 years |
Financial Services Offered:
- Comprehensive financial planning
- Wealth management
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
Client Types:
James works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Families
- Retirees
- Professionals
- Executives
Fees & Compensation:
JAMES G. MCCLELLAN, CPA operates on a fee-only basis, which means that clients only pay a transparent and agreed-upon fee for the services they receive. There are no hidden fees or commissions, ensuring that the advice given is always in the best interest of the client.
Background:
James began his career as a Certified Public Accountant, gaining valuable experience and knowledge in taxes and financial planning. He then transitioned into wealth management, where he found his passion for helping clients achieve their financial goals. With over 15 years in the industry, James has developed a unique and comprehensive approach to financial planning that has proven successful for his clients.
Financial Advisor Disclosures to Know:
As a reputable and ethical advisor, James believes in full transparency with his clients. He provides all necessary disclosures and takes the time to ensure his clients fully understand the risks and benefits associated with their investment portfolio. Some important disclosures to be aware of include:
- Any conflicts of interest that may arise
- Any fees or commissions received from financial products
- Any risks associated with investments
- Any changes in the market that may affect investments
JAMES G. MCCLELLAN, CPA is committed to providing trustworthy and reliable financial advice to his clients. He prides himself on building strong and lasting relationships with his clients, helping them achieve financial success and peace of mind. Contact James today to learn more about how he can help you achieve your financial goals.