McAdam Financial

"We started using McAdam Financial 2 years ago and are happy with the personal, customized, comprehensive service. We have investments set up and can ask any question ranging from college and retirement planning to how to get a will drawn up. Outstanding people."

"We have been working with Joe @ McAdam for a number of years now. He listens to our needs and offers fit for purpose solutions to achieve our financial goals without over-selling. I would highly recommend Joe/McAdam!"

"We were introduced to Joe MacDonald of McAdam Financial through a coworker a few years ago and I cannot recommend him and his team enough! Joe, from day one, showed a sincere interest in us and our future and was very patient with us as we worked towards a plan. We are most definitely incredibly confident trusting our financial planning and retirement savings to Joe and team. Plus they’re a pleasure to work with which is a major bonus!"

"Right from the 1st meeting with McAdam Financial till our conversation last week, they kept me informed on any questions I've had & have guided me every step of way toward my retirement goals. Professional, knowledgeable & motivated, I couldn't be happier with McAdam Financial. I'm working with Ian Helmus & he's very engaged & very informative!"

"I am very satisfied with the financial planning relationship that I have with McAdam Financial. My investment advisor, Matthew Donohue, has helped me develop and implement a rational retirement plan. Matthew has demonstrated strong knowledge of the product universe. After consultations to understand my circumstances and goals, He has helped me more creatively use various products to optimize the risk/reward characteristics of my retirement portfolio. Without hesitation, I would highly recommend McAdam and Matt to others."