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Brian McLaren

Clearpoint Financial
Financial Planning

Contact Information:

600 108th Ave NE, Suite 1014
Bellevue, WA 98004
United States

Years in Business:



Clients I'm Seeking:


Families, pre-retirees, retirees

About My Business:


I provide comprehensive financial planning and wealth management to help you pursue your financial and retirement objectives. After we discuss your goals and values in depth, we evaluate your assets, perform a gap analysis, provide options, implement strategies, and continually monitor your plan. As an independent Registered Investment Advisory firm, we provide unbiased and objective recommendations and investment strategies that are in your best interest. A goal without a plan is a wish. Let's build your plan.

Years in business:
Member since:
Clients I'm looking for: