Investor Access
Decorative Tilda

Our family of advisors here to serve your family

The father/daughter team of Jim McLean and Kelly McLean Rindock are ready to apply more than 40 years of combined financial industry experience and a multigenerational perspective to the goals and milestones in your life. We’re here to guide each generation of your family every step of the way. Come join us – so we can treat you like family.

3773 Corporate Parkway, Suite 180
Center Valley, PA 18034
Office: 610.709.9715
TF: 866.729.8768
F: 610.709.9725
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3773 Corporate Parkway, Suite 180    |    Center Valley, PA 18034    |    Phone: 610.709.9715    |    TF 866.729.8768    |    F 610.709.9725    |    Map and Directions
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