McAdam Financial

"I have only positive things to say about McAdam Financial. Everyone is courteous, efficient and very knowledgeable. They helped me plan my finances for my retirement years and were able to explain it to me in plain language. I highly recommend the services they provided."

"McAdam team have been our financial advisors for several years. They are managing all our wealth. With their help we have been able to plan our financial future for the next couple of decades. Their level of expertise and client commitment is exemplary. We have been working with Oshaka Pinto from McAdam as our primary advisor. We trust his advice and would recommend his services to anyone in a blink."

"My husband and I have been working with Bobby and Mike for about 4 months, meeting with them several times during that timeframe. We have been extremely pleased with their services. They have given much time and attention to understanding our financial goals. And then after careful analysis and consideration have proposed several options to help us achieve those goals. They are avid listeners and let us ask as many questions as we need so that we feel very confident in our decisions. We are excited and secure that our life in retirement aligns with what we have worked so hard to achieve. We highly recommend them!"

"The McAdam Financial team that I've been working with for over a year is highly professional, extremely flexible, supportive of my need to learn the whats and whys of investing, and have provided a plan that they've aligned to my goals and objectives. What a refreshing turn of events from the one-size-fits-all approach taken by some other firms (e.g. not a standard 60/40 portfolio with the same investments for all clients, with hundreds of holdings). I highly recommend engaging McAdam for beginners, and even advanced portfolio needs - they can handle it all focusing on you, the client!"

"I love McAdam. They have many so many correct decisions for me that continue to make money for me. They have access to so many things and they have people whose job it is to invest my money wisely. They keep me informed and ALWAYS put my interests first. Jake is wonderful and I am so glad that he is my Financial Advisor! I highly recommend him!"