# MCNAMARA FINANCIAL SERVICES, INC.

MCNAMARA FINANCIAL SERVICES, INC. of MARSHFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 154311
- Type: SEC-registered investment adviser
- SEC file number: 801-71682
- Location: 1020 PLAIN STREET, MARSHFIELD, MA, 02050
- Phone: 781-834-2010
- Latest filing: 2026-02-24
- Regulatory AUM: $797.9M
- Discretionary AUM: $797.9M
- Clients: 11
- Accounts: 2,672

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Michael Joseph Mcnamara | PRESIDENT & DIRECTOR | — |
| Alyssa Mcnamara Reed | CHIEF COMPLIANCE OFFICER, SECRETARY,TREASURER | — |
| Justin Jacobson Mcnamara | VICE PRESIDENT | — |
| MCNAMARA FRANCIS JOSEPH | PRESIDENT & DIRECTOR | — |
| REED ALYSSA MCNAMARA | CHIEF COMPLIANCE OFFICER, SECRETARY,TREASURER | — |
| MCNAMARA JUSTIN JACOBSON | PARTNER, VICE PRESIDENT; VICE PRESIDENT | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHELMSFORD | MA | 1 | 781-834-2010 |
| CHELMSFORD | MA | 1 | 781-834-2010 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154311/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154311/similar
- Related entities: https://search.stillhousedata.com/firm/154311/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154311

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.