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Welcome 

Tom McLean is committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering personalized service and knowledge.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 585-249-9939. We look forward to hearing from you. 

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Helpful Content

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?