McNamara Financial Group

Charlie and Riccardo are fantastic. They know their stuff and have been amazing setting up a great retire plan for us to follow. I highly recommend them and their services. (Not to mention the way they have grown our portfolio so that we can retired earlier than anticipated!) Thank you guys!!!

With todays economy and market uncertainty you need to have someone you can trust to help guide you with how to invest your money and save for future retirement. I would highly recommend Charlie McNamara and associates for your financial planning. Doesnt matter if you have a little money to start off or already a well established portfolio its worth calling Charlie to review.

We've been working with Jon Childs from McNamara for over a year now and cannot say enough good things about this experience. From the very beginning, Jon has always been responsive anytime we've contacted him, taken the time to explain complex financial concepts, and most importantly treated us like family. It's very apparent he cares about our financial well being! So far he's helped us to organize our finances, develop strategic goals, and has put us on a trajectory to achieve them. Without his expertise, we wouldn't be anywhere near where we are to achieving our goals of financial independence and long term well being. Thank you, Jon!!!

I have sat down with Charlie McNamara to understand what he has to offer. Anymore it's seems impossible for a financial advisor to monitor your investments on a daily basis. McNamara financial provides a technology based solution that monitors every aspect of your finances with various measures to protect the client as they may choose. I was impressed and will be moving my business over

Charlie is my significant others financial planner. He has been very please with Charlie's performance and has recommended his services many times. We casually bumped into each other at the local CVS, I mentioned to Charlie I was interested in doing some online trading and he actually said he would help! And he did!! He gave me 2 hours of his time and step by step helped me open an on line trading account out of the goodness of his heart! How great was that?! Charlie has also helped me choose and sign up for my healthcare plan, which was a huge relief. If I wasn't already fully invested with a company I would give him more business. Just wanted people to know he is a generous, kind, honest man.
Thank you Charlie McNamara! Nancy Wolf Sussman

If you are looking for a financial planner, I would recommend that you speak with Charlie first. He clearly understands the financial markets and can blend them well to your long and short-term goals. In addition, he is honest and has your best interest at heart.

I had the pleasure of having Charlie McNamara guide and educate me on making the right choice of coverage that best suited my needs. He gave me visuals to compare and took his time going over a number of options. Charlie was very thorough and I walked away feeling I was guided in the right direction.

After having several sit downs with Charlie I'm completely confident that he has my best interest at heart with my finances and my retirement. Thorough, polite, and easy to talk with is the best way to describe my interactions with Charlie.

Paragon Wealth Management has been handling our retirement planning, my wife and I are very happy with our financial growth. The team at Paragon is personable and knowledgeable.

If you want to have enough money for retirement or want the best investments in to McNamara Financial in your back pocket is the only way to survive. days world. having.Also let them put all of your information in one spot for easy access. If you have not seen this demonstration get in touch with them today.

Charlie and his team are that rare breed of knowledgable and kind that you don't often find in this industry. Whenever I need some advise on what to do next with money I know they're just a quick call away.

Charlie and his team provide an excellent and comfortable investment experience. Knowledge as well as tools make the process easy.

The knowledge, responsibility and professionalism the McNamara Team has in understanding their clients individual needs is immeasurable.

Charlie and his team of experts has helped me and many of my friends with great financial advice.

They are so knowledgeable and helpful. They truly listen to you and are focused on helping you achieve your goals, based on your comfort level.