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Our Services

Discover the many opportunities available to help secure your financial future. Tapping into the McGuire Financial Services network

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. We can work in concert with tax professionals and attorneys in your or our network to advise you on specific aspects of your financial strategy. 

  • GROW

    Prepare for retirement by putting your hard-earned assets to work.

    Retirement Income Strategies
    Wealth Management
    IRA/401(k) Rollovers


    Protect the assets that can help you live the retirement you’ve always imagined.

    Asset Protection Strategies
    Life Insurance
    Tax-Efficient Strategies
    Long-Term Care Strategies

  • GIVE

    Provide for the people and causes you care about the most.

    IRA Legacy Planning


    We can also refer you to professionals who provide the following services:

    Charitable Giving
    Estate Planning
    Tax Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  508-775-1700