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  1. US
  2. MA
  3. Boston
Services Excellence Summary

Positive Reviews: Customers have praised McAdam Financial for its outstanding service, professionalism, and attention to detail. The financial advisors at McAdam, such as Joe MacDonald, Matthew Donohue, and Paul Mason, are highly recommended for their knowledge, responsiveness, and ability to tailor financial plans to individual needs. Clients appreciate the thoroughness, trustworthiness, and up-to-date advice provided by McAdam advisors, which helps them feel confident in achieving their financial goals. The personalized approach and dedication to helping clients understand their options and make informed decisions have been particularly valued by customers. Overall, McAdam Financial has garnered positive feedback for its ability to provide quality support, guidance, and updates throughout the financial planning process. Unique Facts about McAdam Financial: McAdam Financial has an integrated network of tools, services, and experiences that include hundreds of financial advisors across four locations. They have been working with clients since at least 2018 and have built long-lasting relationships with many individuals by being sensitive to their changing circumstances and concerns. The advisors at McAdam have a strong focus on retirement planning and optimizing the risk/reward characteristics of clients' portfolios. With their deep knowledge of the product universe, they creatively utilize various financial products to help clients meet their retirement goals. Specialty of McAdam Financial: McAdam Financial specializes in providing personalized financial advice and planning services. They believe in reinventing financial advice to benefit clients and their futures. Unlike other advisors, McAdam focuses on the individual and their financial picture, taking into consideration their profession and integrating it into the overall financial plan. Their team of experienced financial advisors understands the importance of understanding clients' circumstances and goals, and they strive to develop personalized plans that optimize risk and reward. McAdam Financial is committed to being a step in the right direction for financial advice, offering a comprehensive range of tools, services, and experiences to help clients confidently plan their financial future. Overall, customers appreciate the dedicated and customized approach offered by McAdam Financial.

 

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Reputation Change over time

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Pros & Cons

PROS
recommend (24)
highly recommend ... (21)
great experience ... (5)
very knowledgeab ... (4)
very professiona ... (3)
very responsive (3)
recommended (3)
great customer s ... (2)
good experience (2)
attention to det ... (2)
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Cons
waste your time (2)
do not trust (1)
McAdam Financial Reviews: 55. Average Rating: 5.0
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