McNamara Financial Services, Inc.

Honest. Knowledgeable. Professional. Welcoming. Family.

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General Information
Company Name
McNamara Financial Services, Inc.
Founded Year
1987
Location (Offices)
Marshfield, United States +2
Founders / Decision Makers
Number of Employees
8
Industries
Finance, Financial Services
Funding Stage
-
Social Media

McNamara Financial Services, Inc. - Company Profile

McNamara Financial Services, Inc. is a small family-owned business founded in 1987 that has been providing financial planning services. The company's slogan, "Honest. Knowledgeable. Professional. Welcoming. Family.", reflects its values. With 4 advisors holding the CERTIFIED FINANCIAL PLANNER designation and 7 support staff, the company manages approximately $7000 million for individuals and families. McNamara Financial Services, Inc. is dedicated to helping clients achieve financial success, and it operates as a registered investment advisor. The company ensures that it offers advisory services only where properly licensed or exempt from licensure. For more information, visit mcnamarafinancial.com.

Taxonomy: Financial Planning, Retirement Planning, Investment Advisory, Certified Financial Planner, Registered Investment Advisor, Wealth Management, Financial Advisory, Family-Owned Business, Small Business, Individual Wealth Management, Financial Futures Planning

Funding Rounds & Investors of McNamara Financial Services, Inc. (0)

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Latest News of McNamara Financial Services, Inc.

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