McAdam Financial,
1880 John F Kennedy Boulevard, Philadelphia, PA 19103
About Us
McAdam Financial is a finance institution located at 1880 John F Kennedy Boulevard in Philadelphia, Pennsylvania, United States. Specializing in retirement planning, McAdam offers a simple three-step process to help clients achieve an Advanced Retirement. By scheduling a call with one of their experienced financial advisors, clients can receive a custom strategy designed to advance their retirement goals with clarity and confidence.
In addition to personalized consultations, McAdam also hosts informational seminars at various locations across the United States, such as Ruth’s Chris Steak House in Worcester, South Barrington, Carlucci’s Waterfront in Mount Laurel, and Tuscarora Mill in Leesburg. These seminars cover topics such as retirement income strategies and Proven Asset Management.
McAdam Financial is committed to helping clients take control of their financial future and offers a complimentary consultation to create a custom portfolio. Securities are offered through Purshe Kaplan Sterling Investments, with headquarters in Albany, New York. McAdam LLC and Purshe Kaplan Sterling Investments are not affiliated companies.
Recognized by USA Today in 2023, McAdam LLC is dedicated to providing top-notch financial services to its clients. For more information on rankings and recognitions, clients can reach out to McAdam LLC’s Chief Compliance Officer.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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Contact Us
Reviews
"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!"
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