✔Fee-Only ✔CERTIFIED FINANCIAL PLANNER(TM) ✔Investment Advisory ✔Retirement Income McClain Lovejoy is located in Vestavia, AL and is a Fee-Only Financial Planning, Retirement Income, and Investment Advisory Firm serving Vestavia, Mountain Brook and all surrounding areas. McClain Lovejoy Financial Planning specializes in financial plan creation and review, investment advisory / Investment management, and retirement income distribution planning for pre-retirees, generation X&Y professionals, and small business owners. Eric McClain is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. Specialties Include: Concentrated Employer Stock Strategies, Retirement income planning, IRA and 401k Rollovers, Investment Advisory, Financial Planning, Tax Minimization, and Individual 401k Advice.
View Top Employees from McClain Lovejoy Financial Planning, LLC| Website | http://www.mcclainlovejoy.com |
| Revenue | $218000 |
| Employees | 2 (1 on RocketReach) |
| Founded | 2013 |
| Phone | (205) 623-4697 |
| Technologies |
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| Industry | Investment Management, Brokerage, Cash Balance Plans, Finance, Concentrated Stock, Retirement Plans, IRA, Investment Advisory, Financial Planning, Tax Minimization, Participant Level 401k Advice |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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McClain Lovejoy Financial Planning, LLC Questions
The McClain Lovejoy Financial Planning, LLC annual revenue was $218000 in 2023.
1 people are employed at McClain Lovejoy Financial Planning, LLC.
McClain Lovejoy Financial Planning, LLC is based in Vestavia Hills, Alabama.
The NAICS codes for McClain Lovejoy Financial Planning, LLC are [52393, 5239, 52, 523].
The SIC codes for McClain Lovejoy Financial Planning, LLC are [62, 628].
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