McGuire Financial Services was founded with a vision of guiding people closer to their goals, values and dreams. We want to help people by making a commitment to understand and better define what truly matters to them. Our firm’s process is designed to create a powerful and intimate relationship; empowering us to become an advocate in many areas of their life.
We have a Fiduciary duty to serve the best interest of our clients. We do this by taking on the role of their Personal Chief Financial Officer (CFO), the overseer and facilitator of their financial life. As a Personal CFO, we help clients make smart decisions with their money; helping them to identify, plan and pursue unique goals.
Our comprehensive planning process was derived from the approach currently used by some of the most successful single and multi-family offices. It incorporates our expertise in financial planning strategies with the personal component of elite wealth planning. We believe that understanding the importance of the human element in the equation is what makes us different.
If you are interested in beginning a discussion with a partner who will work hard to create a beneficial and respected long term relationship by taking the time to get to know you, we encourage you to take the first step. Call us at 508-775-1700 to schedule a complementary introductory Discovery Meeting, the first step in our 4-step Collaborative Process.
Please explore our website to learn more about our firm and process for getting to know you. We take pride in knowing that we have helped our clients pursue the type of financial future they dreamed about, and value this opportunity to do the same for you.
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