#ConferenceSeason Join Matt Brege and Craig Sicilia at the CMF 52ND Annual Conference. Don’t miss this opportunity to connect with them and talk about McQueen Charitable solutions. We hope to see you there!
McQueen Financial Advisors
金融服务
Clawson，Michigan 1,976 位关注者
Provides full suite of services to financial institutions including ALM Reporting, Portfolio Management & CECL Services
关于我们
Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servicing Rights Valuations and CECL Reporting. Merger valuation and advisory services including acquisition of add on entities.
- 网站
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https://m-f-a.com/
McQueen Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Clawson，Michigan
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Financial Institutions、Asset Liability Management、Investment Portfolio Management、Mortgage Servicing Rights Valuations、CECL Reporting、Merger Valuations和Alternative Investment Portfolio Management
地点
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主要
获取路线
1239 Anderson Rd
US，Michigan，Clawson，48017
McQueen Financial Advisors员工
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Alicia Bradley
Sr. Investment Advisor
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Craig Sicilia
Chief Investment Officer and Managing Director at McQueen Financial Advisors
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Patrick M. McQueen
Consultant to Financial Institutions
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Matt Brege
Finance & Investment Leader ?? Adjunct Professor ?? Investment Management, Strategy, Planning & Analysis
动态
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We appreciate the ongoing partnership and the opportunity to be part of this incredible day!
A special thank you to those that joined us at Michigan Industry Day, especially the Michigan Department of Insurance and Financial Services, Inclusiv, and Charley McQueen. Thank you for your partnership and continuous #collaboration. #PeopleHelpingPeople
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#McQueenFinancialAdvisors served as the financial advisor to?OneAZ?on the acquisition of?1st Bank Yuma. Check out the featured article:?https://lnkd.in/gRW8B37P?#Acquisitions #InTheNews #FeaturedArticle??
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#WebinarWednesday Budgeting season can be challenging, but we’ve got you covered! Sign up today for our Industry Update for Planning & Budgeting webinar and gain valuable insights. Don’t miss out on our expert tips! #Webinar Charley McQueen Craig Sicilia Heather Schepperly Dan Martin
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#ConferenceSeason Come see Zach Whaley, Micki (Gladish) Schueler, & Grant Beauchamp at the ICUL 94th Annual Convention. Please stop by our?Booth #914?and take advantage of the opportunity to connect with our McQueen team! We will be exhibiting?from?Thursday, October 3?to Friday, October 4. We hope to see you there!?
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#CoffeeTipsWithCraven With recent reductions in the Fed Funds rate, the potential for an additional 50 basis point cut this year, and further cuts anticipated in 2025, forward earnings and interest rate risk management could be significantly impacted. Now is the time to take proactive steps to protect your earnings from the effects of rapidly declining rates. Contact McQueen Financial Advisors to discuss your unique risk profile and explore the best strategies for navigating this changing environment. #InformationNuggets #TipsToHelpYourInstitution #ThoughtLeadership #McQueenFinancialAdvisors #Webinars
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#WebinarWednesday Have you signed up for our EBPA & CDA 201 webinar yet? It's happening today! Join our team to discover how EBPA and CDA accounts can support your credit union’s financial success. Learn how investing in securities with higher return potential can help offset rising healthcare, pension, and other costs. We'll also showcase how EBPA can enhance your financial mission, while CDA accounts contribute to your social mission. Don’t miss out! #EBPA #CDA #Webinar Craig Sicilia Zach Whaley
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