McNamee & Associates' priority is understanding our clients' individual needs and circumstances in order to build a financial plan that works for them. We recognize that a relationship between client and advisor is built on a foundation of trust, respect and integrity, which we work hard to earn and maintain daily.
McNamee & Associates is an independent insurance, wealth management and financial planning firm. For over 45 years McNamee & Associates has specialized in offering innovative and unique long-term financial planning solutions to our clients. The company was founded in 1969 by Barry McNamee CLU with an initial focus of providing life insurance, estate and retirement planning--primarily to business owners. Barry retired in 2001 and McNamee & Associates is now owned and managed by his son B. Kirk McNamee and his business partner Douglas McCormick; both of whom have extensive industry experience.
While continuing to offer life insurance, estate and retirement planning solutions, McNamee & Associates has expanded our suite of products and services to include a full range of investment and banking solutions to meet the growing needs of our clients.
Contact us today to book a consultation--we welcome new and referral clients.
B. Kirk McNamee, CFP