Who We Are

McQueen Financial Advisors an investment advisor, is a leading nationwide provider of financial advisory services. McQueen Financial Advisors is an SEC-registered, fee-based investment advisory firm that has been serving financial institutions since 1999. McQueen Financial Advisors provides Bank Investment Portfolio Management, Credit Union Investment Portfolio Management, Trust Department Portfolio Management, Asset Liability Management (ALM), Asset Liability Management (ALM) Review and Validation, Mortgage Servicing Rights Valuation (MSR), and Strategic Consulting services to financial institutions. We also provide marketing solutions to small-to-medium sized credit unions and banks through our McQueen Financial Marketing division.

Our management team has over 40 years of combined experience in the financial services industry. As an SEC-registered investment advisory firm, we work only for financial institutions. A full client list is available by request.

What's New

We are pleased to announce that Jim was published in the Michigan Banker Magazine January 2008 edition. His article on Auction Rate Securities is very timely, considering what a hot topic this is in the financial industry. We hope you find his article helpful, and invite you to call us for further information.

We are pleased to announce that we were published in the Michigan Association of Credit Union's Winter 2007 edition of The Associate. The article "How to Market to Generation Y", discusses the issues involved in marketing to Generation Y, as well as marketing strategies.