Broker Check

250 Camino Alto
Suite 200
Mill Valley, CA 94941

L. Scott Maclise

(415)-389-8338

 

Products and Services

I provide assistance in the following areas:

Investments 

  • Fee Based accounts
  • Brokerage Accounts
  • Bonds 
  • Common and Preferred Stocks
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Treasury Notes and Bills

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans