FAQ's, Part 2 of 2 - podcast episode cover

FAQ's, Part 2 of 2

Jun 15, 202154 min
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Episode description

FAQ’s, Part 2 This week join Alyssa McNamara Reed along with Justin Reed they answer the most commonly-asked questions they receive from clients. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. McNamara Financial is an 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. To schedule a visit with the team at McNamara Financial, please visit: https://mcnamarafinancial.com/contact McNamara Financial is an 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/
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