Upcoming Webinars

Investments 201 | May 22 | 2 PM – 3 PM EST

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Investment Management

  • Bank & Bank Holding Company Investment Management
  • Credit Union & CU Alternative Investment Management
  • Foundation & Non-Profit Investment Management
  • Wealth Management by Integrity Investment Management

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ALM & CECL

  • ALM
  • ALM Validation
  • Liquidity
  • Additional ALM Reports
  • CECL
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Mergers & Valuations

  • Merger Valuations
  • Advisor Services
  • MSR
  • Fair Market Value
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We are the leaders in financial advisory services

McQueen Financial Services is a national advisory firm serving financial institutions since 1999.

Meet the Team

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Charley McQueen
President

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Craig Sicilia
CIO & Managing Dir.

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Perry Gaddis
Dir. of IT

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Heather Schepperly
VP & Analytics Dir.

Jim Craven

Jim Craven
Sales Leader

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Dan Martin
Dir. of Transaction Advisory & Valuation

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Stephanie Ivanaj
Controller

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Pat McQueen
Regulatory consultant

I founded the firm on the premise that each and every financial institution deserves personal attention focused on their unique needs. Our focus will always be on the personal relationships we have with our clients.
Charley McQueen, President

Investing is a planned, but dynamic process where we focus on providing the best possible yield with proper risk management.

We are on your side. No more dealing with brokers and no more guessing. Simply sound investment advice from a long-term partner.

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McQueen Market Insights

Stay tuned for regular updates as we continue to release new white papers in this series. We look forward to sharing valuable insights with you and contributing to your success.

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Economic Update

About Us

Leading nationwide provider of financial advisory services

Address: 1239 Anderson Rd, Clawson, MI 48017

Phone: (248) 548-8400

Email: info@m-f-a.com

Services

We provide our clients with expert, personal, professional, results-oriented service designed to provide a competitive advantage in an ever-changing market.

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DISCLOSURE - WARRANTIES & DISCLAIMERS

There are no warranties implied. McQueen Financial Advisors II, Inc. is a registered investment adviser located in Clawson, MI. McQueen Financial Advisors II, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. McQueen Financial Advisors II, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of McQueen Financial Advisors II, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as McQueen Financial Advisors II, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by McQueen Financial Advisors II, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of McQueen Financial Advisors II, Inc., please contact the state securities regulators for those states in which McQueen Financial Advisors II, Inc. maintains a registration filing. A copy of McQueen Financial Advisors II, Inc.’s current written disclosure statement discussing McQueen Financial Advisors II, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from McQueen Financial Advisors II, Inc. upon written request. McQueen Financial Advisors II, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to McQueen Financial Advisors II, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.