MCGUIRE FINANCIAL SERVICES

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... This is accomplished through our 4-step collaborative process where we create a personalized Total Wealth Profile of a client's goals, needs, and concerns.

Also known as: McGuire Financial Services, Inc.

Primary location: West Yarmouth United States