MCNAMARA FINANCIAL SERVICES, INC.

1020 Plain Street
Suite 200
Marshfield, Massachusetts 02050
Tel: 781-834-2010

About MCNAMARA FINANCIAL SERVICES, INC.

MCNAMARA FINANCIAL SERVICES, INC, formally registered with the SEC as MCNAMARA FINANCIAL SERVICES, INC. The firm was established in 07/29/2010. They have over 2 offices throughout the country.

MCNAMARA FINANCIAL SERVICES, INC. is a Marshfield, Massachusetts based Financial Planning firm with nearly $680,118,220 assets under management, offering retirement planning & investment advisory services to 2639 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154311
SEC#	801-71682
Assets Managed by Firm	$680,118,220
No. of Clients	2639
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2639	$680,118,220
Individuals (other than high net worth individuals)	650	$240,016,567
High net worth individuals	269	$438,370,628
Charitable organizations	Fewer than 5 clients	$601,054
Corporations or other businesses	6	$1,129,971

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