Our MissionOur mission is to be the trusted company with the reputation and integrity to educate, advise and guide you through retirement. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency.
Our ProcessWe create strategies that are tailored to your needs and goals.
LEARN MOREWealth ManagementYears of experience have prepared us to guide you through your life transitions.
LEARN MOREWhat We DoTrust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Do you know how much risk is in your portfolio?Capture Your Risk Number Here
WHAT'S YOUR RISK NUMBER?
Allow Our 4-Step Process to Guide YouJust about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At McGuire Financial Services, we strive to create a personalized financial road map that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
STRESS TEST YOUR PORTFOLIO
YOUR GOALS, OUR STRATEGIESDiscover an array of services for all your financial needs.
InvestmentsInvestments play a key role in planning for your financial future. We work with you to develop a list of attainable short-term and long-term goals. From there, we strategically build, and actively manage an investment portfolio that will strive to get you there.
Retirement PlanningYou can start saving for retirement now. Our team has the knowledge and experience to work with you to define your retirement goals, assess your retirement needs, and create a plan to live retirement well.
InsuranceAre you covered? Our team of professionals have the knowledge to conduct a comprehensive analysis of your current policies, identify your insurance needs, and ensure you have the right kind of protection.
401k & Group BenefitsLet our professionals guide you through your employee healthcare and group retirement options, and keep your team on the path to success.