Honest. Knowledgeable. Professional. Welcoming. Family.

South Shore Office (781) 834-2010

Informational Medicare Event: October 16th, Cask 'n Flagon Marshfield

Different parts to Medicare, coverage gaps and deductibles,  and the myriad of options for supplemental insurance plans complicate the decisions retirees have to make regarding their health insurance coverage.  Knowledge it key.  This is a no-cost event. 


Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.  

The Fiduciary Standard

Not all advisors are created equal. We are fiduciaries.

As Investment Advisers Representatives of McNamara Financial Services, Inc., a federally Registered Investment Adviser (RIA), each of our four Advisors is held to a fiduciary standard. This means that our Advisor are required by law to put the interest of their clients ahead of their own financial interests.

"Taking good care of your clients is the only way to run a successful business long-term," says firm founder, Michael McNamara (many times).  We want to work with our clients for life, and giving honest advice without regard to compensation is how we accomplish that. 

Each of our Advisors is also a CERTIFIED FINANCIAL PLANNER Professional. The CFP Board publishes a Code of Ethics (right) that each CFP Professional must abide by.  This Code of Ethics includes, among other behaviors, acting in the clients best interest. 

Read More 


$mart with Money Fair

Heard about the Smart with Money Fair that we host for Marshfield High Seniors?

Have a Question?

McNamara Financial Services, Inc.

1020 Plain Street, Marshfield, Massachusetts 02050, United States

(781) 834-2010


Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment

Send Message


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Merrimack Valley Office


Chelmsford, MA. Convenient to Rte 495 and Rte 3