McCann Investment Management, LLC - Lodi, California

For individuals and organizations seeking comprehensive financial management solutions, McCann Investment Management, LLC presents itself as a noteworthy entity. Located at Address: 214 W Lockeford St Suite 9, Lodi, CA 95240, United States, and reachable at Phone: 2093391825, the firm operates with a commitment to providing diverse services within the investment and insurance sectors. Their website, Website: mccannim.com, serves as a central resource for accessing detailed information about their offerings and team.

Specialties: McCann Investment Management, LLC distinguishes itself through its multifaceted approach, encompassing an investment company, a dedicated health insurance agency, and a life insurance agency. This breadth of expertise allows them to cater to a wide range of client needs, from retirement planning and wealth accumulation to safeguarding personal and family futures. The firm’s core competency lies in identifying and implementing investment strategies aligned with each client’s specific financial goals, risk tolerance, and time horizon. They leverage a combination of research, analysis, and market insights to construct portfolios designed to achieve optimal returns while mitigating potential risks.

Key Features and Services: McCann Investment Management’s service model is built on a foundation of personalized attention and ongoing support. They prioritize building long-term relationships with their clients, fostering trust and transparency through open communication. Specifically, their investment services include:

• Portfolio Management: Customized investment portfolios tailored to individual needs.
• Financial Planning: Comprehensive strategies for retirement, education, and other financial goals.
• Asset Allocation: Strategic distribution of assets across various investment classes.
• Investment Research: In-depth analysis of market trends and investment opportunities.

Regarding accessibility, McCann Investment Management, LLC demonstrates a commitment to inclusivity. The facility is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that individuals with mobility challenges can readily access their services. This commitment to accessibility underscores their dedication to serving a diverse clientele.

Current Reputation and Feedback: It’s important to note that as of the current date, McCann Investment Management, LLC has 0 reviews on Google My Business. Consequently, the Average opinion: 0/5 reflects a lack of publicly available feedback. While this absence of reviews is notable, it doesn't necessarily indicate a negative performance; it simply signifies a limited public discourse regarding the firm’s services at this time. Potential clients are encouraged to conduct their own due diligence and seek independent verification of the firm’s credentials and performance.

Understanding the Firm's Operations: McCann Investment Management, LLC operates within a regulatory framework governed by relevant securities laws and insurance regulations. They maintain affiliations with various industry organizations and adhere to ethical standards. The firm’s investment philosophy is likely rooted in a combination of approaches, potentially including value investing, growth investing, or a blend of both, depending on the client’s specific circumstances. Further investigation into their specific methodologies would require direct engagement with the firm.

Contact Information and Resources: For those interested in learning more about McCann Investment Management, LLC, the following resources are available:

• Website: mccannim.com – Provides detailed information about the firm’s services, team, and investment philosophy.
• Phone: 2093391825 – Allows for direct contact with the firm’s representatives to discuss individual needs and inquiries.
• Address: 214 W Lockeford St Suite 9, Lodi, CA 95240, United States – Facilitates in-person consultations and meetings.

Recommendations for Prospective Clients: Individuals considering McCann Investment Management, LLC should prioritize the following steps:

• Review the Website: Thoroughly explore the firm’s website to understand their services and investment approach.
• Schedule a Consultation: Arrange a meeting with a representative to discuss specific financial goals and needs.
• Verify Credentials: Confirm the firm’s licensing and registration with relevant regulatory bodies.
• Seek Independent Advice: Consult with a qualified financial advisor to assess whether McCann Investment Management, LLC aligns with their overall financial strategy.

In conclusion, McCann Investment Management, LLC appears to be a firm offering a range of investment and insurance services. While currently lacking substantial public reviews, their commitment to accessibility and diverse service offerings presents an opportunity for those seeking personalized financial guidance. Further investigation and direct engagement are recommended to determine if the firm’s services align with individual requirements. The firm’s location in Lodi, California, provides a regional presence for clients seeking local expertise.