Upon moving into the "Yellow" phase, some of the restrictions for Centre County have been lifted. As a result, we will be able to meet with clients in the office. If you prefer, we can continue to have appointments over the phone.
If you are coming into the office, we ask the following to maintain compliance with CDC & DOH guidelines:
If Centre County is placed back into the "Red" phase, we will need to close the office again.
Please e-mail us at email@example.com or leave us a message at 814-237-0841 with any questions or concerns, and we will reply as soon as possible.
McCann Wealth Strategies, Inc. is a family owned Financial Planning and Adviser Firm located in State College, PA.
We have been helping clients plan and prepare for retirement since 1994.
McCann Wealth Strategies offers a holistic financial planning process which covers more than just your money and incorporates many different aspects into your overall financial plan.
Our Advisers are Investment Adviser Representatives and, as such, held to a fiduciary standard. This means that we will always put a clients interest ahead of our own.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.