Mcnamara Financial Services Inc
Legal Name: MCNAMARA FINANCIAL SERVICES, INC.
Full Contact Details
Mcnamara Financial Services Inc
1020 PLAIN STREET, SUITE 200, MARSHFIELD, MA
781-834-2010
781-834-2056
Other Info
MCNAMARA FINANCIAL SERVICES, INC. is a Massachusetts-based financial services firm that serves 20 clients. With a team of 9 employees, including 4 advisers, the firm's focus is on providing comprehensive financial planning services to its clients. As per the SEC, the firm is fully registered and approved, with a registration date of July 29, 2010.
MHS Smart with Money Fair
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McNamara Financial Services, Inc.
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Kinship Advisors – Call Today (978) 256-7447
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Contact us at: (781) 834-2010
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Direct Owners
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ALYSSA MCNAMARA REED
CHIEF COMPLIANCE OFFICER, SECRETARY,TREASURER owns more than 10% but less than 25%
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JUSTIN JACOBSON MCNAMARA
VICE PRESIDENT owns more than 10% but less than 25%
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MICHAEL JOSEPH MCNAMARA
PRESIDENT & DIRECTOR owns 75% or more
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Top Holdings
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- SPDR PORTFOLIO SMALL CAP ETF $11,042k
- ISHARES TR $9,975k
- SPDR SERIES TRUST $9,116k
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- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $6,447k
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