McQueen Financial Advisors

Who We Are

McQueen Financial Advisors, Inc. is a leading nationwide provider of financial advisory services. McQueen Financial Advisors, Inc. is an SEC-registered fee-based investment advisory firm that has been serving financial institutions since 1999. McQueen Financial Advisors, Inc. provides financial institutions with the following advisory services:

Investment Portfolio Management
Asset Liability Management
Mortgage Servicing Rights Valuation
Strategic Consulting
Marketing

Our management team has over 90 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.

Asset Liability Management · Asset Liability Management Review and Validation · Investment Portfolio Management

Trust Department Portfolio Management · Mortgage Servicing Rights Valuation · Strategic Consulting · McQueen Financial Marketing · Our Team