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Maclean Wealth Planning

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14 reviews
+1 (253) 722-9938
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Why we love "The Great North West"!!!
Why we love "The Great North West"!!!
Chieko Maclean, Certified Public Accountant
Chieko Maclean, Certified Public Accountant
Eric & Chieko, preparing sushi
Eric & Chieko, preparing sushi
Chieko & Eric after hours
Chieko & Eric after hours
Maclean Clan
Maclean Clan
Chieko before "Tax Season"
Chieko before "Tax Season"
1201 Pacific Ave Ste 600
Tacoma, WA 98402
+1 (253) 722-9938
https://www.macleanwealthplanning.com

Maclean Wealth Planning is a financial planning firm based in Tacoma, WA, specializing in personalized wealth management services for individuals and families.

With a focus on long-term financial goals and strategies, the firm offers comprehensive financial planning, investment management, and retirement planning services to help clients achieve their financial objectives.

Generated from their business information

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Reviews

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5.014 reviews
Photo of Mindy W.
Mindy W.
12/16/2021

Eric Maclean is a excellent and knowledgeable financial adviser. After meeting with Eric many times to discuss my retirement. He has gained my respect and appreciation for his best knowledge of my...

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Photo of Jeff T.
Jeff T.
9/17/2021

Chieko helped us process tax forms after our mother and father passed away. She was super knowledgeable, helpful, kind.

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Photo of Rebecca R.
Rebecca R.
4/8/2021

We're new to the Tacoma area and Chieko took amazing care of us doing our 2020 taxes. Reasonable fees and great communication. We look forward to working with them for financial planning services...

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Photo of Hang C.
Hang C.
4/6/2019

We are so thrilled to be working with Chieko again! We do not live in University Place anymore yet she makes it work for us and her price is beyond reasonable! She is approachable and makes...

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Photo of S W.
S W.
12/13/2017

Had a brief question about a financial issue and Eric was able to give me a short, concise answer. He was my 4th call today and no one else was able to help me, as my resource gave me different...

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Tax & Accounting Professionals

HistoryRoss is currently accepting new clients and would be glad to see you in the office to assist with any tax needs. Our team of tax professionals work closely together on a daily basis, and in this manner, our clients enjoy the benefits of having an entire team to assist with their tax needs. We regret to inform our clientele of the passing of one of our long time professionals, Barrie Lane. .SpecialtiesWe provide services in Tax Preparation - individual, small business, corporate, partnership, Audit Representation, Payroll and Bookkeeping! We pride ourselves on being your tax pros who speak to you in actual English without the stuffy suits or polished marble desks. Doing taxes is already an uncomfortable experience for most folks, so we always strive to make things as easy and friendly as possible for our clients. Tom and Ross have a passion for helping clients no matter how large or small and that passion is reflected in our results, and Ross is accepting new clients. We appreciate the trust clients put in our firm for their tax needs, and continually strive to earn that trust. Tax & Accounting Professionals offers a wide range of services for tax return preparation, audit representation, payroll, and much more! All 3 of us have EA or CPA licensing with at least 10 years of experience, and we look forward to meeting your tax and accounting needs.
United States›Washington›Tacoma›Maclean Wealth Planning

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