McNamara Financial 235 Billerica Road, Chelmsford, MA 01824
About the Business
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Welcome to McNamara Financial
Located at 235 Billerica Road, Chelmsford, Massachusetts, McNamara Financial is your trusted partner in achieving financial security and prosperity. We pride ourselves on being honest, knowledgeable, professional, and welcoming, treating each client like family. Our team of Advisors are all CERTIFIED FINANCIAL PLANNER™ practitioners and fiduciaries, ensuring that your best interests are always our top priority.
At McNamara Financial, we specialize in providing expert guidance on managing debt, although we do not focus on credit counseling, loan consolidation, or bankruptcy services. Our approach is comprehensive, and we require a minimum of $500,000 in assets to be directly managed to take on new clients. We do not engage in limited engagement, planning-only, hourly, or project-based services.
We invite you to take the first step towards your financial future with a complimentary initial consultation, offered without cost or obligation. Please contact our office to schedule a meeting with Mike. Experience the McNamara Financial difference and let us help you navigate your financial journey with confidence and clarity.
Visit us in Chelmsford or at our additional location: 1020 Plain Street, Suite 200, Marshfield, MA 02050.
Location & Phone number
235 Billerica Road, Chelmsford, Massachusetts 01824, United States
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- Finance & Loans
- Asset Management
- Business Succession Planning
- Certified Financial Planner
- Charitable Trust Management
- Credit Repair Services
- Debt Management Strategies
- Economic Growth Strategy
- Estate Planning
- Family Office Services
- Financial Freedom Planning
- Financial Planning
- Financial Security Planning
- Fiscal Responsibility
- Generational Wealth Transfer
- Inheritance Distribution
- Investing For Retirement
- Investment Portfolio Management
- Long Term Care Planning
- Non-Profit Financial Planning
- Philanthropic Giving
- Retirement Savings Plans
- Small Business Finance
- Succession Planning For Business Owners
- Tax Deferral Strategies
- Tax Planning And Optimization
- Wealth Creation Strategies
- Wealth Management
- Wealth Transfer
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