Services Offered
Retirement Planning
Customized strategies to help you prepare for retirement, including 401k rollovers and portfolio management.
Investment Management
Expert guidance on investment options to grow your funds and align with your financial goals.
Insurance Services
Comprehensive insurance solutions to protect your assets and provide financial security.
Financial Advisory
Personalized advice on wealth management, risk assessment, and long-term financial planning.
Account Transfers
Seamless assistance with transferring investments and funds from employers or other institutions.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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1
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D
Deb Ferranto
via Google
about 2 months ago
We have been working with Ben Lucas from McAdam Financial for about a year. Ben is knowledgeable, patient and explains things in a way that we can understand the long-term impacts and make informed decisions about our future and our financial goals. We are highly satisfied with the service and expertise that Ben has shared with us
E
Edward Ferrantovia Google
about 2 months ago
I can't say enough good things about Ben's professionalism. He's very knowledgeable and is the perfect advisor for us. My partner and I are not the most astute investors and Ben explains our options and advises in a manner that we have no difficulty grasping. 1,000 thank-yous to Ben and the rest of the Mcadams staff. Eddy F.
K
Katevia Google
3 months ago
We recently transitioned several 401k accounts with assistance of Ben Lucas. The experience was seamless. He provided us with account options and clearly explained the risks and benefits with each. Since making the changes, our funds have done quite well and we are better aligned with our retirement goals. Thank you, Ben!
D
Davidvia Google
3 months ago
I would have to say that my experience with Ben Lucas our financial planner at McAdam financial has been very pleasurable. It has been just over a year that my wife, Kathleen and I have transferred our investments from our current employers to McAdam. The transfer of funds was very fluid. With Ben’s guidance, he recommended a portfolio that would complement our needs heading into our retirement years. In the past year our funds have done very well! I will highly recommend Ben to my family members and friends.
N
Nawal Najjarvia Google
4 months ago
Working with McAdam Financial has been a great experience. John MacAuley and Joseph Radico set me up for a well planned retirement based on my personal situation. And Ben Lucas has continued advising and advocating in my best interest in order to grow and protect my hard earned savings. I recommend them highly.
