Jacquelyn S. McClish CLTC®

Jacquelyn S. McClish CLTC®

Financial Advisor
Investment Adviser Representative

Mission Statement:

Jackie has dedicated herself to helping her clients and their families build solid financial foundations for over 22 years. She is able to identify and understand their goals and dreams and evaluate opportunities, taking into consideration their time horizon and risk tolerance. Together, Jackie and her clients are able to make informed decisions that help promote growth, as well as fulfillment of goals for the future.


Personal & Professional Qualifications:

Series 6 and 63, CLTC®


Company Specialty:

I specialize in 403(b) plans.


Specialty Services:

  • Retirement planning
  • Long term care
  • Life insurance
Phone 216.741.3113
Fax 216.503.9221