We'll help you reach your financial goals so you can take care of the rest.
Unlike anything you’ve experienced before from a wealth management firm. It’s been said that the No. 1 reason people change their financial relationship is because of a lack of communication from their financial advisor. That will not happen with our team because throughout the year we host multiple opportunities to connect with us, review your personalized retirement strategy, learn about topics of interest to you and remain empowered to make decisions that benefit you and your family. Here is a taste of what life will look like when you join The Quincy Group.
Read about real experiences from our clients.
"Over 35 years ago, I entrusted my financial journey to Dan McCarthy at The Quincy Group. With unwavering commitment, personalized strategies, and astute advice, Dan and his team guided me through countless milestones. I achieved my financial goals, retired early, and 22 years later, I am still happy and secure in my future." - Nancy Bowker
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success
"Dan and his team at The Quincy Group have been successfully managing my retirement savings since my 2006 departure from Verizon. I appreciate and trust their knowledge of current financial markets and trends, related recommendations regarding my finances, and timely communications. Thanks, Quincy Group!" - J. Fachy