Andi McNamara (CFP®)

Andi McNamara focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

NAPFA Start Date

May 22, 2018

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This Office

450 Bedford St Lexington, MA 02420-1535 Phone: (781) 862-7100