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 legally known as MCNAMARA FINANCIAL SERVICES, INC.. It is a MA Corporation. This firm has 9 employees, of which 4 are employees in advisory roles. It serves 20 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 29, 2010.

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Contact us at: (781) 834-2010

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Podcasts – FP Insights

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McNamara Financial

Hosts Michael McNamara, Alyssa Reed and Kirk Reed of McNamara Financial Services engage in lively discussions about important life events that impact your finances.

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Direct Owners

ALYSSA MCNAMARA REED
CHIEF COMPLIANCE OFFICER, SECRETARY,TREASURER owns more than 10% but less than 25%
JUSTIN JACOBSON MCNAMARA
VICE PRESIDENT owns more than 10% but less than 25%
MICHAEL JOSEPH MCNAMARA
PRESIDENT & DIRECTOR owns 75% or more

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 12, 2019

ISHARES TR CORE S&P500 ETF $54,499k
SSGA ACTIVE ETF TR $41,837k
SPDR Portfolio Emerging Market $34,782k
S&P WRLD EX US $28,703k
SPDR PORTFOLIO SMALL CAP ETF $11,042k
ISHARES TR $9,975k
SPDR SERIES TRUST $9,116k
SPDR SERIES TRUST $7,429k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $6,447k
VANGUARD GROUP $5,386k

All Holdings of the Mcnamara Financial Services Inc