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Cheryl Klim
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Work Experience
Client Service Associate
2014 - 2016 · 2 years
Director Of Business Development, Sales And Marketing
2012 - 2014 · 2 years
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Founder
2004 - 2012 · 8 years
Company Details
McNamara Financial Services, Inc. is a small family-owned business that has been helping clients plan for their financial futures since 1987. We are comprised of 4 advisors holding the CERTIFIED FINANCIAL PLANNER designation, and 6 support staff. We manage approximately $420 million for individuals whom we genuinely enjoy working with and seeing achieve financial success.
Year Founded
1987
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
1020 Plain Street Suite 200 Marshfield, MA 02050, US
Keywords
Financial PlanningAsset Managementand Retirement Planning
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