McNamara Financial Services
@mcnamarafinancial.com
McNamara Financial Services, Inc. is a small family-owned business that has been helping clients plan for their financial futures since 1987. We are comprised of 4 advisors holding the CERTIFIED FINANCIAL PLANNER designation, and 7 support staff. We manage approximately $7000 million for individuals and families, whom we genuinely enjoy working with and seeing achieve financial success. McNamara Financial Services, Inc. (“McNamara”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where McNamara and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://mcnamarafinancial.com/.
McNamara Financial Services's Company Logos
McNamara Financial Services's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#243F8E
Bay of Many
36, 63, 142
225, 60, 35
75, 56, 0, 44
#E9BA73
Rob Roy
233, 186, 115
36, 73, 68
0, 20, 51, 9
#17295F
Biscay
23, 41, 95
225, 61, 23
76, 57, 0, 63
About McNamara Financial Services
McNamara Financial is a brand that prides itself on honesty, knowledge, and professionalism, offering comprehensive financial services to their valued clients. With a welcoming and family-oriented approach, they provide guidance on debt, although they are not experts in credit counseling, loan consolidation, or bankruptcy. What sets them apart is that all of their advisors are CERTIFIED FINANCIAL PLANNER™ practitioners and fiduciaries, ensuring the highest standard of expertise and accountability.
To ensure a personalized experience, McNamara Financial currently requires a minimum of $500k in assets to be directly managed for new clients. They do not take on limited engagement, planning-only, hourly, or project-based clients. This ensures that their advisors can devote their full attention to their clients' financial goals.
Initial consultations with McNamara Financial are provided at no cost or obligation, allowing potential clients to explore their services with ease. Located conveniently in Marshfield, MA, they also have an office in Chelmsford, MA, making it convenient for those in the Merrimack Valley area. Trust McNamara Financial to navigate your financial journey with expertise and integrity.
Contact them today to schedule a consultation and take the first step towards achieving your financial goals
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Finance
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