McQueen Financial Advisors
Financial ServicesView the employees at
McQueen Financial Advisors-
Svetlana Jaksic Master * Finance * Corporate Finance, Investments and Accounting Green card residency
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Utica, Michigan, United States
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Top 10%
Benjamin Lytle Financial Analyst - Asset Liability Management (ALM)-
Waterford, Michigan, United States
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Rising Star
Victor Sicilia Analyst at McQueen Financial Advisors-
Rising Star
Charley McQueen McQueen Financial Advisors, Inc.-
Clawson, Michigan, United States
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Rising Star
Overview
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.
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