Website: www.21centuryplanners.com
Tom McLean joined iTP Partners in 2017. He is adaptive, yet principled in his approach toward addressing the prevalent market, political, and regulatory environment. His forward-thinking, consultative approach helps investors look upon their financial future with greater peace of mind, confidence, and understanding. Tom started his career in Financial Services in 1994 as a Stock Broker. After previously holding two Vice President positions at major Financial Planning Firms, he independently founded 21st Century Planners and 21st Century Financial Services. His experience from developing the two companies helped him become thoughtful in discussing and addressing the risks inherent to investing and works carefully with each client to consider strategies that best address their concerns and long-term financial objectives. His firm was founded upon principles that place the utmost value on providing investors with personalized financial goals and objectives and work closely to craft tailored solutions unique to their personal circumstances and risk tolerance. Recognizing the complexity of the financial services industry, his business model includes utilizing the expertise of Estate Attorneys and CPAs. In addition to his own credentials securities licenses, Series 7, 63 &65, as well as, licenses in life, accident, and health to formulate a comprehensive non-biased solution to whatever situation clients may be facing.
Twenty-first Century Financial Services is in the business of building long-term, solid relationships that are based on trust and quality client service.
**Registered States** NY, FL, CA, MA, ME, MI, NC, OH, OK, TX & VA