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Personal & Business Insurance Planning

Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.



James Mc Namara is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0731582), CO, DC, MN, NJ, NV, NY, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, James Mc Namara is licensed and authorized to offer insurance in California, but BEAR & MCNAMARA INSURANCE SERVICES, INC. may not be. For additional information on California licensure status, please click here.

James Mc Namara is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 30011 Ivy Glenn Dr Ste 212, Laguna Niguel, CA, 92677, 949-240-2974. In this regard, this communication is strictly intended for individuals residing in the states of CA, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BEAR & MCNAMARA INSURANCE SERVICES, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BEAR & MCNAMARA INSURANCE SERVICES, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​