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McAdam Financial
McAdam Financial : des conseils d'investissement clairs et fiables axés sur la retraite.
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Insurance
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McAdam Financial : des conseils d'investissement clairs et fiables axés sur la retraite.
McAdam Financial, situé au 101 Federal St Suite 1900 à Boston, propose une planification financière et des conseils en investissement axés sur la retraite. Les clients louent Ben Lucas pour son professionnalisme, ses explications claires et des stratégies qui correspondent aux objectifs de retraite. Les transferts 401(k) se sont déroulés sans accroc, les options étant clairement expliquées et les fonds orientés pour faire croître et protéger l'épargne. L'équipe comprend également John MacAuley et Joseph Radico, offrant une planification à long terme éclairée.
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Stratégies personnalisées pour vous aider à préparer votre retraite, y compris les rollovers 401k et la gestion de portefeuille.
Conseil d'expert sur les options d'investissement pour faire fructifier vos fonds et les aligner sur vos objectifs financiers.
Solutions d'assurance complètes pour protéger vos actifs et assurer votre sécurité financière.
Conseil financier personnalisé sur la gestion de patrimoine, l'évaluation des risques et la planification financière à long terme.
Assistance sans accroc pour transférer des investissements et des fonds depuis des employeurs ou d'autres institutions.
Note globale
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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