Mcnamara Financial Services, Inc.

McNamara Financial Services, Inc. is a registered investment advisor established in 2005 and located in Marshfield, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, endowments, businesses, retirement plans, and other legal entities. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. McNamara Financial Services provides customized investment advisory solutions through continuous personal client contact, offering discretionary and non-discretionary investment management services. The firm's investment strategies are primarily long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds to meet client goals. The firm may recommend redistributing investments, increasing sector weightings, employing cash positions, or selling positions for various reasons. Clients have the opportunity to place restrictions on their investments. The firm charges investment advisory fees ranging from 0.25% to 1.05% based on assets under management. McNamara Financial Services does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive commissions for securities transactions and does not accept proxy-voting responsibility for clients. Clients are encouraged to review statements provided by the custodian and compare them to reports provided by the firm. The firm has a Privacy Policy in place to protect clients' personal information and does not sell non-public personal information to anyone.