Alex Johnson
Financial Consultant at McAdam Financial | Wakefield, Massachusetts, United States
Alex Johnson’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Financial Consultant at McAdam Financial in July 2022 - Present
Advisor Assistant at Affiliated Financial Group Inc in January 2022 - May 2022
University of Massachusetts Amherst, Bachelor's degree
Trinity College-Hartford
Malden Catholic
McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA. We offer comprehensive tax-efficient financial planning and investment management services, both in-person and virtually. We are dedicated to empowering individuals on their journey to a fulfilling retirement. As your fiduciary financial advisor, we create personalized retirement roadmaps tailored to your specific goals and risk tolerance, culminating in a comprehensive written financial plan. Our comprehensive approach includes retirement planning, tax and insurance analysis, 401(k) optimization, investment planning, estate planning, employer benefits optimization, and education planning. By focusing on how you spend, protect, and grow your wealth, we help provide peace of mind as you work towards a secure financial future. We believe in building long-lasting relationships founded on trust, transparency, and open communication. Let's talk about what matters to you! Schedule your free exploratory conversation today. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC, a registered investment advisor. Insurance products and services offered through McAdam Financial. McAdam, LLC and McAdam Financial are not affiliated with MAS.
Discover more about McAdam FinancialCERTIFIED FINANCIAL PLANNER™ helping executives, business owners & professionals in pharma grow and preserve their wealth
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What is Alex Johnson email address?
Email Alex Johnson at [email protected] and [email protected]. This email is the most updated Alex Johnson's email found in 2026.
What is Alex Johnson phone number?
Alex Johnson phone number is 781-724-0225.
How to contact Alex Johnson?
To contact Alex Johnson send an email to [email protected] or [email protected]. If you want to call Alex Johnson try calling on 781-724-0225.
What company does Alex Johnson work for?
Alex Johnson works for McAdam Financial.
What is Alex Johnson's role at McAdam Financial?
Alex Johnson is Financial Consultant