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BUSINESS SPOTLIGHT
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So much has changed in the last 70 years . Even amidst all that change , one thing has remained steadfast – the McNamara family ’ s focus on their clients .
“ Markets are unpredictable ,” said Dennis McNamara , Bethel Park native and executive vice president / investments and financial advisor at The McNamara Investment Group . “ Communication with your advisor shouldn ’ t be .”
“ For our team , the top priority has always been to be proactive ,” Ryan McNamara , a financial advisor with the team , said . “ During March 2020 , we would call two dozen clients a day just to see how they were handling things . It gave us the ability to help calm their fears and to plan , as best we could , for any upcoming needs .
“ Clients still tell us to this day how much they appreciate the work we did during that time .”
The McNamara Investment Group ’ s approach has been a central philosophy going back to the 1950s , to Dennis ’ father , Robert McNamara Sr ., who worked in the financial services industry for 40 years . Dennis himself has enjoyed a 40 + year career . In 2010 , he teamed up with son , Ryan , and , in 2018 , Dennis ’ son-in-law , Dan Wolfgang , joined their group . This family business serves third , fourth and , in some cases , the fifth generation of their clients ’ families .
“ We take tremendous pride in the fact that these relationships , like our approach to the business , has withstood the test of time ,” Dennis said .
Every family and every client has different needs . The first step is to truly understand those needs and wants . Sometimes , they are part of the normal course of life ( college , retirement and estate planning ). Often , they are unexpected and unique ( long-term care and insurance planning , executive compensation , 401k services ).
Whatever your needs , backed by Janney ’ s 190 years of success , The McNamara Investment Group is equipped with the tools needed to help answer questions like :
“ Can I …?” “ When can I …?” “ What will it look like if I …?” “ Am I still on track to meet my goals if I ...?”
“ In the end , these questions are what matter most ,” Dan said . “ We work in concert with our clients to build a plan and regularly review and update that plan . Their goals are our goals , that is how our family has earned our clients ’ trust over the span of seven decades .”
The three generations of McNamara advisors . Left to right : Ryan , Robert Sr . ( pictured on wall ) and Dennis .
The McNamara Investment Group is located at 375 Southpointe Boulevard , Suite 300 , Canonsburg , PA 15317 . Ph : 724.743.3301 , Text : 724.888.5684 , Fax : 724.743.0435 . They are representatives of Janney Montgomery Scott . Please view the website at themcnamarainvestmentgroup . com or email the team at themcnamarainvestmentgroup @ janney . com .
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