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McNamara Financial Services

EST. AUM
$797,882,019

CONTACTS
2

CLIENT ACCOUNTS
2,672

Firm Details

Metro area Boston
CRD Number 154311
Website mcnamarafinancial.com
Client types

Overview

McNamara Financial Services, Inc. is a family-owned firm that has been offering financial planning services since 1987. The company employs four CERTIFIED FINANCIAL PLANNER™ advisors and seven support staff members. It manages approximately $650 million in assets for individual clients. As a registered investment advisor, McNamara provides advisory services to clients in jurisdictions where it is properly licensed or exempt from licensure.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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