McNamara of the Merrimack

McNamara of the Merrimack Independent, fee-only investment adviser. Financial planning and investment management. Come see what it's like to work with a fiduciary!

DON'T MISS OUT!  Join us for a FREE Medicare Seminar. How can you make the most of your Medicare benefit in retirement?J...
10/13/2023

DON'T MISS OUT! Join us for a FREE Medicare Seminar.

How can you make the most of your Medicare benefit in retirement?

Join Kirk Reed on Zoom Wednesday, October 25th at 6:30 pm EST, as we welcome special guest Peter Stoner of Stoner and Company.
Bring your Medicare questions and join us virtually on Wednesday, October 25th, at 6:30 pm EST.

Register today by calling 781.834.2010 or register online at https://bit.ly/2023Medicare

How can you make the most of your Medicare benefit in retirement?Join Kirk Reed on Zoom, Wednesday October 25th at 6:30 ...
10/04/2023

How can you make the most of your Medicare benefit in retirement?

Join Kirk Reed on Zoom, Wednesday October 25th at 6:30 pm EST, as we welcome special guest Peter Stoner of Stoner and Company.

Bring your Medicare questions and join us virtually on Wednesday, October 25th at 6:30 pm EST.

Register today!

Call 781.834.2010 or register here https://ow.ly/82Mm50PSXp3

Last Friday, we sponsored our 10th Smart with Money Fair for the Senior Class at Marshfield High School.  A BIG Thank Yo...
03/30/2023

Last Friday, we sponsored our 10th Smart with Money Fair for the Senior Class at Marshfield High School. A BIG Thank You to the High school teachers, administrators and the 6o+ community volunteers who helped make it happen. To see what all the buzz is about, check out this quick video from our friends at Marshfield Community Media shared

Interested in teaching your children financial literacy? McNamara Financial just hosted its annual Smart with Money Fair at Marshfield High School.

Tune into McNamara Financial's weekly radio show (McNamara on Money) Saturday, Dec 10 from  8 am - 10 am EST on 95.9 WAT...
12/09/2022

Tune into McNamara Financial's weekly radio show (McNamara on Money) Saturday, Dec 10 from 8 am - 10 am EST on 95.9 WATD FM
Mike McNamara will be discussing Reverse Mortgages with David Tourtillot of Homestead Mortgage - Reverse Mortgage

If you don't live locally but still would like to tune in, you can stream the show here: http://www.959watd.com/

2022 is Justin's 2️⃣0️⃣ year work anniversary! Seemed like a good opportunity to update the headshot 📸
11/22/2022

2022 is Justin's 2️⃣0️⃣ year work anniversary! Seemed like a good opportunity to update the headshot 📸

Join Kirk Reed on Zoom, Thursday, October 20, at 6:30 pm EST, as we welcome special guest Peter Stoner of Stoner and Com...
10/18/2022

Join Kirk Reed on Zoom, Thursday, October 20, at 6:30 pm EST, as we welcome special guest Peter Stoner of Stoner and Company.

Bring your Medicare questions and join us virtually on Thursday, October 20, at 6:30 pm EST.

Register today by visiting McNamaraFinancial.com or call 781.834.2010

How can you make the most of your Medicare Benefit in retirement?Join Kirk Reed on Zoom, Wednesday October 20 at 6:30pm ...
10/13/2021

How can you make the most of your Medicare Benefit in retirement?

Join Kirk Reed on Zoom, Wednesday October 20 at 6:30pm EST, as we welcome special guest, Peter Stoner of Stoner & Company.

Bring your Medicare questions and join us virtually on Wednesday, October 20 at 6:30pm EST.

Register today!

https://bit.ly/MFSMedicare2021

This week on "McNamara on Money," Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP® assess a listener's financi...
05/20/2021

This week on "McNamara on Money," Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP® assess a listener's financial plan on-air!

Want to participate next time? We are looking for volunteers to have their plans reviewed on-air. Private message us or call Mary Beth at (781) 834-2010.

Tune in Saturdays 10AM-12PM on Merrimack Valley’s 980 WCAP AM. If you aren't able to listen live, or you're looking for additional topics, all shows are available as podcasts. Look for "McNamara on Money" in your podcast app or at https://soundcloud.com/user-901426612

Have questions regarding Social Security benefits? Sign up for the "Social Security Seminar 2021!"We are happy to announ...
04/23/2021

Have questions regarding Social Security benefits? Sign up for the "Social Security Seminar 2021!"

We are happy to announce that Kurt Czarnowski, Principal at Czarnowski Consulting, and former Regional Communications Director for the Social Security Administration will be joining Kirk Reed, CFP®, and Justin McNamara, CFP® to provide expert answers to your Social Security questions in our upcoming "Social Security Seminar 2021" — to be held via Zoom on Wednesday, April 28 at 6:30 PM. This is a NO-COST online event.

Sign Up Today! https://conta.cc/31SRE3O

Join Kirk Reed and Justin McNamara of McNamara Financial as they discuss Social Security with Kurt Czarnowski of Czarnowski Consulting. Wednesday April 28 at 6:30pm via Zoom. Please note, the Zoom link will be sent in a separate email prior to the event.

How can you make the most of your social security benefit in retirement? Tomorrow on "McNamara on Money" we welcome a sp...
04/09/2021

How can you make the most of your social security benefit in retirement? Tomorrow on "McNamara on Money" we welcome a special guest — former Regional Communications Director for the Social Security Administration, Kurt Czarnowski, Principal at Czarnowski Consulting. Listen as Kurt discusses what you need to know with Alyssa McNamara Reed, CFP®, and Kirk Reed, CFP®. Tune in this Saturday morning from 10AM-12PM on Merrimack Valley’s 980 WCAP.

We are also excited to announce that Kurt will be providing expert answers to your Social Security questions in our upcoming Social Security Seminar to be held virtually on Wednesday, April 28.
Register today! https://conta.cc/2Oed2Nu

How can your investment decisions impact your taxes? This week on "McNamara on Money" we discuss strategies for tax-effi...
03/05/2021

How can your investment decisions impact your taxes? This week on "McNamara on Money" we discuss strategies for tax-efficient investing. Tune-in this Saturday morning from 10AM-12PM on Merrimack Valley’s 980 WCAP AM, or stream live @ https://streampros.net/980wcap

If you aren't able to listen live, or you're looking for additional topics, follow our podcasts. Look for "McNamara on Money" in your podcast app or at https://soundcloud.com/user-901426612

It's that time of year! How should you be prepared in order to make the best of it? This week on "McNamara on Money," li...
02/19/2021

It's that time of year! How should you be prepared in order to make the best of it? This week on "McNamara on Money," listen as Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP® discuss getting ready for tax time. Tune in Saturdays 10AM-12PM on Merrimack Valley’s 980 WCAP AM.

If you aren't able to listen live, or you're looking for additional topics, all shows are available as podcasts. Look for "McNamara on Money" in your podcast app or at https://soundcloud.com/user-901426612

Address

235 Billerica Road, Suite 4
Chelmsford, MA
01824

Opening Hours

9am - 5pm

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