Mcnamara Financial Services, Inc.

Mcnamara Financial Services, Inc. (CRD# 154311) is a financial advisory firm headquartered in Marshfield, MA. They manage $304,970,000 in 2,080 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $146,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY

Financial Advisors at Mcnamara Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Alyssa M. Reed
CRD#: 4948980
1020 Plain Street, Suite 200, Marshfield, MA 02050
96
Wealthminder
score

Alyssa Reed (CRD# 4948980) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 11 years of experience in the finance industry. Alyssa Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kirk B. Reed
CRD#: 5275340
1020 Plain Street, Suite 200, Marshfield, MA 02050
96
Wealthminder
score

Kirk Reed (CRD# 5275340) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 8 years of experience in the finance industry. Kirk Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. McNamara
CRD#: 1031558
1020 Plain Street, Suite 200, Marshfield, MA 02050
86
Wealthminder
score

Michael McNamara (CRD# 1031558) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 34 years of experience in the finance industry. Michael McNamara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Justin J. McNamara
CRD#: 4609506
1020 Plain Street, Suite 200, Marshfield, MA 02050
76
Wealthminder
score

Justin McNamara (CRD# 4609506) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 13 years of experience in the finance industry. Justin McNamara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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