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About McAdam Financial
Nationally recognized, McAdam Financial empowers prospective and existing clients to achieve their dream retirement. Partner with a fiduciary financial advisor in our Boston office to craft a personalized roadmap, culminating in a written retirement plan tailored to your goals and risk tolerance. This includes comprehensive strategies, like retirement planning, 401(k) optimization, tax and insurance analysis, investment planning, education planning, estate planning, and employer benefits optimization. We provide specialized strategies designed to grow, sustain, and protect your wealth, helping to give you peace of mind as you navigate toward a secure retirement. Let's talk about what matters to you. Schedule your free call today!
About McAdam Financial
Nationally recognized, McAdam Financial empowers prospective and existing clients to achieve their dream retirement. Partner with a fiduciary financial advisor in our Boston office to craft a personalized roadmap, culminating in a written retirement plan tailored to your goals and risk tolerance....
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Reviews
(3) Reviews for this company
1 Stars
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2 Stars
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3 Stars
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4 Stars
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5 Stars
(3)
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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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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 Services Financial planning, Retirement savings consulting, Investment advising, Wealth management
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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. Services Financial planning
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
N
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.
D
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. Services Financial planning
D
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 Services Financial planning, Retirement savings consulting, Investment advising, Wealth management
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