Mcnamara Financial Services, Inc.
Mcnamara Financial Services, Inc. (CRD# 154311) is a financial advisory firm headquartered in Marshfield, MA. They manage $521,204,392 in 2,576 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management521MILLION
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Total Number of Accounts2,576ACCOUNTS
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Average Account Value$202,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, SC, TX
Justin McNamara (CRD# 4609506) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 20 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.
Michael McNamara (CRD# 1031558) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 42 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.
Alyssa Reed (CRD# 4948980) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 18 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.
Kirk Reed (CRD# 5275340) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 15 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.