Welcome to McNamara Financial Group

Imagine a firm that will help you to put all the aspects of your financial life - investments, retirement, estate planning strategies and insurance - together in one place. At McNamara Financial Group our passion is to help you make informed financial decisions that help enable you to live your life with confidence, security, and peace of mind, allowing you to build your personal legacy.

Our Commitment to a comprehensive financial planning strategy is only the beginning. We build relationships on foundations of trust based on our background and our knowledge of the community. We learn about you and your goals. Then, we combine our twenty five years of local experience and understanding of your situation to coordinate a package that works with your goals, needs and vision.

Our ties to the community go beyond our sponsorships of local organizations directly to you. To help meet your needs, we are flexible on meeting times and places, coming to your home, even at night, to make sure you get the service and time you deserve to secure your future.

At McNamara Financial Group we see financial planning as an ongoing process specifically designed to reflect your life, your dreams, and the personal legacy you want to leave. But it is much more than investments. Insurance plays a crucial role in your comprehensive financial strategy because it protects you from the unexpected. Our financial professionals provide a wide array of insurance solutions that can help offer you an important layer of safety and protection for your family and your business.

This material is designed to provide general information in regard to the subject matter covered. It should be used with the understanding that we are not rendering legal, accounting or tax advice. Such services should be provided by the client's own advisor.

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Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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McNamara Financial Group
450 East Street, 2nd floor
Doylestown, PA 18901
Phone: (215) 348-3176
Fax: (215) 348-3219 
Email: charles.mcnamara@prudential.com
Email: ricardo.ferreira@prudential.com
Email: lori.carroll@prudential.com
Email: charlie.mcnamara@prudential.com

The McNamara Financial Group does business in the following states:

Insurance and Securities Licenses: CA, PA, NJ, NY, MA, TX, CO, NC
Life Insurance: PA, NJ, MA
Variable Life Insurance: PA, NJ, MA
Property & Casualty: PA
Mutual Funds: PA, NJ, NY, CA, MA, TX, CO, NC
Fixed Annuities: PA, NJ
Variable Annuities: PA, NJ
0226030-00009-00