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Mcadam Financial Reviews

Rated 4.8 based on 66 Reviews

1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103, United States

Financial Services | Philadelphia, PA

Published on
March 25, 2024
Last updated
March 25, 2024

Reviews Summary

McAdam Financial enjoys a robust reputation based on the reviews provided, with customers expressing high levels of satisfaction with the company's financial advisory services. The firm and its advisors, such as Oshaka Pinto, Jake, Will, John, Bobby, Mike, Derek Starvaski, and Will Dulin, are consistently lauded for their expertise, client commitment, and personalized attention to individual financial goals. Recurring themes include a tailored approach to financial planning, excellent communication, and a genuine interest in clients' financial wellbeing. Advisors are recognized for their professionalism, detailed analysis, and ability to offer a variety of investment options. Clients feel informed, valued, and confident in their financial decisions, emphasizing the trust they place in McAdam's ability to manage their wealth effectively.
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What Customers Are Saying About Mcadam Financial?

Trustguide uses AI to extract key phrases from reviews about Mcadam Financial and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that of Mcadam Financial's customers had a positive experience.

Positive
Neutral
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Mcadam Financial Ratings

5

As of Based on 66 revies as of Mar 25, 2024

Mcadam Financial Score

As of Based on 66 revies as of Mar 25, 2024

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Customer Reviews

As of Mar 25, 2024, 66 customers have reviewed this business and rated it 4.8 Star out of 5. Trustguide conducted an in-depth analysis of Mcadam Financial's publicly available reviews View source

Avid Explorer rated Mcadam Financial 5 stars
10 months ago
McAdam team have been our financial advisors for several years. They are managing all our wealth. With their help we have been able to plan our financial future for the next couple of decades. Their level of expertise and client commitment is exemplary. We have been working with Oshaka Pinto from McAdam as our primary advisor. We trust his advice and would recommend his services to anyone in a blink.
Judy Cousart rated Mcadam Financial 5 stars
a year ago
I love McAdam. They have many so many correct decisions for me that continue to make money for me. They have access to so many things and they have people whose job it is to invest my money wisely. They keep me informed and ALWAYS put my interests first. Jake is wonderful and I am so glad that he is my Financial Advisor! I highly recommend him!
Marie Dulin rated Mcadam Financial 5 stars
a year ago
I have been with McAdam Financial for over 4 years. My advisor Will has been so helpful with helping us direct our finances with the best possible outcome. His attention to detail and follow up has been impeccable. My husband and I could not be happier with the service and knowledge we have received and gained .

Frequently Asked Questions About Mcadam Financial

What kind of personalized services does McAdam Financial offer?

McAdam Financial provides tailored financial planning and investment services. Advisors work closely with clients to understand their individual goals, offer detailed financial plans, and suggest a diversity of investment options to align with clients' long-term objectives.

Can McAdam Financial advisors be trusted with long-term wealth management?

According to client reviews, McAdam Financial advisors are trustworthy and demonstrate a high level of expertise and commitment to client interests. Long-term financial planning and wealth management are among the key services clients have expressed satisfaction with.

Do clients feel informed and involved in their financial decisions with McAdam Financial?

Yes, clients of McAdam Financial feel well-informed and involved in their financial decisions. Advisors are cited for their proactive communication, willingness to answer questions, and for providing educative support to ensure clients understand their financial choices.

About Mcadam Financial

Financial Services
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How is this report generated

Trustguide uses AI to generate concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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Mike, Adam and another 21,516 have joined the waitlist.