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About The Quincy Group

“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”
John Quincy Adams

Image Source: Discover Quincy

Independent Investment Advice


As a completely independent retirement planning organization, our investment strategies aren’t influenced by the need to boost a parent company’s bottom line. Our only loyalty is to you, our client. You can trust The Quincy Group to provide objective advice designed to help you achieve your financial goals, not somebody else’s.

Our independence enables us to establish strong, working relationships with some of the world’s leading brokerage firms and insurance providers. Working with these industry leaders, we can develop a truly customized portfolio to help you achieve your unique financial goals.

A Team You Can Trust


The Quincy Group’s experienced staff members are more than just top-notch retirement advisors. We are parents, neighbors and community volunteers. We understand that the true value of wealth management is its ability to allow you more time to enjoy family, friends, hobbies and all the things that make life worth living.

At The Quincy Group, we are honored and privileged to be your retirement advisors. We also hope that one day you’ll consider us your friends.


Dan McCarthy, AWMA

Dan McCarthy, AWMA

Founder/Advisor

Tammy Firicano

Tammy Firicano

Client Relations Manager

Rob  Zaruba

Rob Zaruba

Office Operations Manager

Jim Almquist

Jim Almquist

Client Services Associate

Coleen Hayback

Coleen Hayback

Director of Marketing