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McAdam Financial
McAdam Financial: Guía de inversiones clara y confiable centrada en la jubilación.
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Insurance
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McAdam Financial: Guía de inversiones clara y confiable centrada en la jubilación.
McAdam Financial, ubicado en 101 Federal St Suite 1900 en Boston, ofrece planificación financiera y orientación de inversiones centrada en la jubilación. Los clientes elogian a Ben Lucas por su profesionalismo, explicaciones claras y estrategias que se alinean con los objetivos de jubilación. Las transferencias 401(k) han sido fluidas, con las opciones claramente explicadas y fondos posicionados para hacer crecer y proteger los ahorros. El equipo también incluye a John MacAuley y Joseph Radico, que brindan una planificación informada a largo plazo.
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Estrategias personalizadas para ayudarte a prepararte para la jubilación, incluidas las transferencias de 401k y la gestión de carteras.
Asesoramiento experto sobre opciones de inversión para hacer crecer sus fondos y alinearlos con sus objetivos financieros.
Soluciones de seguros integrales para proteger sus activos y brindar seguridad financiera.
Asesoría personalizada sobre gestión de patrimonio, evaluación de riesgos y planificación financiera a largo plazo.
Asistencia sin complicaciones para transferir inversiones y fondos desde empleadores u otras instituciones.
Calificación general
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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