McNamara Financial Services
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
1020 Plain St Ste 200, Marshfield, Massa...Phone Number
(781) 834-2010Website
www.mcnamarafinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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2
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1
About McNamara Financial Services
McNamara Financial Services, Inc. is an independent, fee-only advisory firm that specializes in asset management and financial planning services, catering primarily to clients with a minimum of $500,000 in assets for direct management. The firm emphasizes a fiduciary standard, ensuring that their advisors prioritize clients' interests above their own. With a focus on personalized service, clients can expect real interactions with knowledgeable staff rather than automated responses. Established in 1987, McNamara Financial Services is a family-owned business dedicated to building long-term relationships with their clients.Explore more
McNamara Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
McNamara Financial Servic...
<$5M
11-50
Private
-
1987
AM
Alyssa McnamaraFinancial Advisor & Chief Compliance Officer
Company Profile Activity
Activity Insights
McNamara Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
McNamara Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McNamara Financial Services.
McNamara Financial Services Tech Stack
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McNamara Financial Services, Inc. is an independent, fee-only advisory firm that specializes in asset management and financial planning services, catering primarily to clients with a minimum of $500,000 in assets for direct management. The firm emphasizes a fiduciary standard, ensuring that their advisors prioritize clients' interests above their o... Read More
