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McAdam Financial
McAdam Financial: Klare, vertrauenswürdige ruhestandsorientierte Anlageberatung.
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Insurance
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McAdam Financial: Klare, vertrauenswürdige ruhestandsorientierte Anlageberatung.
McAdam Financial, mit Sitz in 101 Federal St Suite 1900 in Boston, bietet ruhestandsorientierte Finanzplanung und Anlageberatung. Kunden loben Ben Lucas für Professionalität, klare Erklärungen und Strategien, die mit den Ruhestandszielen übereinstimmen. 401(k)-Transfers verliefen reibungslos, Optionen wurden klar erläutert und Mittel so positioniert, dass sie wachsen und Ersparnisse schützen. Zum Team gehören auch John MacAuley und Joseph Radico, die eine fundierte Langzeitplanung liefern.
Keine Fotos verfügbar
Individuell zugeschnittene Strategien, die Ihnen helfen, sich auf den Ruhestand vorzubereiten, einschließlich 401(k)-Rollovers und Portfoliomanagement.
Fachkundige Beratung zu Anlagemöglichkeiten, um Ihr Kapital zu vergrößern und Ihre finanziellen Ziele zu erreichen.
Umfassende Versicherungslösungen zum Schutz Ihres Vermögens und zur finanziellen Absicherung.
Personalisierte Beratung zu Vermögensverwaltung, Risikobewertung und langfristiger Finanzplanung.
Nahtlose Unterstützung beim Übertragen von Investitionen und Mitteln von Arbeitgebern oder anderen Institutionen.
Gesamtbewertung
Deb Ferranto
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
Edward Ferranto
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.
Kate
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!
David
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.
Nawal Najjar
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.
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