McQueen Financial is a Michigan-based financial advisory firm serving financial institutions since 1999.
THE FINANCIAL INSTITUTION EXPERTS
Who We Are
The regulatory outlook, economic environment, and competitive landscape are constantly changing. We are faced with new opportunities and challenges. We must look ahead, understand the trends and forces that shape our industry and move swiftly to prepare for what is to come. The experts at McQueen Financial Advisors have broad industry knowledge, products and ideas to help your institution gain the competitive advantage.
McQueen Financial Advisors provides unsurpassed Investment Portfolio Management, Asset Liability Management, Mortgage Servicing Rights Valuation, Merger Valuation and Strategic Consulting services to financial institutions. We are positioned to serve your needs.
We are a fee-based Investment Advisory firm. Our only interest is our client’s best interest. We provide your institution with expert, personal, professional and results-oriented service.
We provide our financial advisory services to financial institutions throughout the United States. Our clients are community banks and credit unions just like you. They range in size from $20 million to over $25 billion.
McQueen Financial Advisors’ management team has over 300 years of combined experience in the financial services industry. Our team consists of knowledgeable professionals who have helped build McQueen Financial into the company it is today.
Who We Are
McQueen Financial is a Michigan-based financial advisory firmserving financial institutions since 1999.
McQueen Financial Advisors specialized in helping financial institutions achieve their objectives by saving them time and adding money to their bottom line. We can help your institution gain a competitive advantage in an ever-changing industry.
McQueen Financial Advisors provides unsurpassed Investment Portfolio Management, Asset Liability Management, Mortgage Servicing Rights Valuation, Merger Valuation and Strategic Consulting services to financial institutions. We are positioned to serve your needs.
McQueen Financial Advisors’ management team has over 300 years of combined experience in the financial services industry. Our team consists of knowledgeable professionals who have helped build McQueen Financial into the company it is today.
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Time Is Money
As a banking professional, you know all too well that you have a multitude of jobs to manage and limited time to efficiently complete them all. We can help your institution gain a competitive advantage in an ever-changing industry by saving you time and adding income to your bottom line.
Our Clients
We provide our financial advisory services to financial institutions throughout the United States. Our clients are community banks and credit unions just like you. They range in size from $20 million to over $25 billion.
Results Oriented
We are a fee-based Investment Advisory firm. Our only interest is our clients’ best interest. We provide your institution with expert, personal, professional and results-oriented service.
Our Services
We provide financial institutions with expert, personal, professional, results-oriented service
designed to provide a competitive advantage in an ever-changing industry.
Days Worked
Projects Finished
Coffee Cups
Satisfied Clients
WE WOULD LIKE TO HEAR FROM YOU!
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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.