Prioritized Planning & Investments
Justin J. McNamara, CFP®
Come see what it's like to work with a Fiduciary.
Financial Planning
Investment Management
Investment Management
Financial Planning can be an enlightening process at many stages of life, and helps attain long-term financial security. Whether you are approaching retirement, planning for college expenses, or have inherited assets and are unsure of their optimum use, you need a plan.
Investment Management
Investment Management
Investment Management
There are over 15,000 mutual funds and ETF investments to choose from. If you are overwhelmed by managing your own assets, or simply want a professional to relieve you of that burden, allow us to help. We have been managing assets for over 30 years.
The Merrimack Valley Team
