Investment Advisory and Retirement Planning for physicians and professionals Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Maclean Wealth Planning and Securities America are separate entities. Member FINRA/SIPC Please see my website for additional information and disclosure. Third‐party comments may not be representative of all customer experiences
Chieko helped us process tax forms after our mother and father passed away. She was super knowledgeable, helpful, kind.
April 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 in the future.
April 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 herself available to all of our questions/concerns and we have a lot of questions.
