McQueen Financial

Our Vision

Founded in 1999, McQueen Financial Services has been a trusted partner for financial institutions across the nation. We leverage our deep expertise to empower our clients to navigate the complexities of the financial landscape and achieve their unique goals. Our personalized approach and commitment to transparency have earned us the reputation as one of the leading providers of financial advisory services in the industry.

What Sets Us Apart

At McQueen Financial Services, we differentiate ourselves through:

• Personalized Attention: We understand that each client is unique and have specific needs. We tailor our strategies to align with your individual goals and objectives.
• Dedicated Expertise: Our team of experienced professionals possesses extensive knowledge and skills across various financial disciplines, including investment management, mergers & valuations, and wealth management.
• Transparent Communication: We believe in clear and concise communication, providing clients with regular updates and detailed reports on their financial journey.
• Long-Term Partnerships: We prioritize building long-lasting relationships with our clients, becoming trusted advisors who navigate alongside them through market fluctuations and achieving financial success.

Our Services

Our comprehensive range of services includes:

Investment Management

• Customized portfolio construction
• Comprehensive risk assessment
• Ongoing performance monitoring and adjustment
• Tax optimization strategies

Mergers & Valuations

• Fairness opinions and valuations for mergers and acquisitions
• Strategic planning for corporate transactions
• Transaction support and execution

Liquidity & ALM Solutions

• Customized liquidity management plans
• Stress testing and risk mitigation strategies
• Liquidity assessments for regulatory compliance

Additional Services

• Foundation & Non-Profit Investment Management
• Compliance and Regulatory Consulting
• Market Research and Analysis

Our Team

Led by experienced professionals, our team comprises dedicated individuals with deep industry knowledge and a passion for client success.

Join Us

If you share our values and are driven to make a significant impact in the financial lives of our clients, we encourage you to explore opportunities at McQueen Financial Services.