Ed McClellan, Financial Advisor located in Ann Arbor, MI

Financial Advisor
Ed McClellan

MBA, CFP®, CEPA®
709 W Ellsworth Rd Ste 106, Ann Arbor, MI 48108opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®
  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Kalee Murphy
    Associate Financial Advisor
    AAMS®, CFP®
  • Heather Freeman
    Sr. Branch Office Administrator
  • Debra Griffith
    Sr. Branch Office Administrator
  • Shelby Griffith
    Sr. Branch Office Administrator
    FPQP®
  • Renee Keister
    Sr. Branch Office Administrator
  • Lisa DesRosiers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

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