Services Offered
Investment Portfolio Management
Personalized management of financial portfolios with a focus on long-term growth and risk-adjusted returns.
Retirement Planning
Comprehensive strategies to secure your financial future, including savings plans and income management for retirement.
Wealth Management
Holistic financial guidance covering asset allocation, estate planning, and wealth preservation for individuals and families.
Financial Advisory Services
Expert advice on investments, taxes, and financial goals, tailored to your unique needs and life stages.
Client Education and Support
Ongoing consultations, updates, and responsive support to answer questions and keep you informed about your finances.
Reviews
5(5 reviews)
Rating Distribution
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N
Ninetta Massarelli-Cucci
via Google
2 months ago
Michael and Ingrid at McClelland Group have been managing our financial investments for years and we are very satisfied with the results as well as their professionalism. They are extremely knowledgeable and always available to answer any questions we may have. Thank you for taking such good care of our hard earned finances.
J
J. Turnervia Google
2 months ago
I think it has been 25 or more years. Great people, great advice trustworthy. Meetings are great and helpful and insightful. Michael Connon was our advisor for years, great advisor, and as the business grew and Michael took on more leadership roles we were so pleased with Carlos Casino. Tyler Robertson is a now a new hire who is being trained with Carlos and as a teacher I love seeing the confidence Tyler shows in answering any questions both my husband may ask of him.
R
Robert Scottvia Google
2 months ago
My wife and I have been working with Michael Connon for almost 25 years and have nothing but good things to say about our experience! Although our ROI from inception is a whisker below what we had originally planned for, my expectation is that it will achieve the planned target by the end of next year. It is with absolutely no hesitation that I recommend the McClellan Financial group to any individual who is looking for prudent advice, guidance & management regarding their financial portfolios!
M
Makram El Khouryvia Google
3 months ago
Great experience. Ayden W. was extremely helpful and patient and answered all of our questions. He was continuously keeping us updated with all the steps and details along the way.
M
Maiki Luppvia Google
6 months ago
We have been with Carlo and Tyler for a few years. Just recently they helped us buy the family cottage. They are always encouraging, helpful and knowledgeable. We’re very appreciative.
