Our Advocate Program

THINK ABOUT THE PEOPLE YOU KNOW WHO ARE:

  • facing the loss of a loved one
  • undergoing a medical crisis
  • thinking about retiring early
  • concerned about running out of money
  • unsure about paying for long-term care
  • interested in tax-efficient income planning, preserving assets or avoiding probate

Then, let your friend or family member know you’d like for them to have the opportunity to talk with us. There’s never any pressure – just a listening ear and thoughtful guidance on their financial situation.

WE THINK OF YOU AS PART OF OUR FAMILY AND WOULD LOVE TO WELCOME THOSE YOU CARE ABOUT TO JOIN OUR FIRM

BECOME AN ADVOCATE

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

– John Quincy Adams

Meet The Quincy Group

Dan McCarthy, AWMA

Founder/Advisor

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Rob Zaruba

Office Operations Manager

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Jim Almquist

Client Services Associate

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Coleen Hayback

Director of Marketing

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REQUEST YOUR IN-PERSON OR VIRTUAL VISIT