Helping You Live A Richer Life

We’ll help you reach your financial goals so you can take care of the rest.

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What is it like to be a client?

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.

Empowering

  • Annual Progress Reviews
  • Market commentary — investment email alerts and updates
  • Access to our Client Portal where you can see your statements and account information at any time
  • Access to estate planning and tax planning professional

Educating

  • Monthly tax classes
  • Social Security classes
  • Market Update Lunch and Dinner Events

Engaging & Giving

  • Dedicated Service team for answering questions and assisting you with any service requests
  • Bi-monthly “In the Know” newsletter designed to keep you in the loop with everything we offer as well as provide tips for a happy, healthier life
  • Giving back — we support numerous charitable organizations to help raise awareness and fundraise for causes close to our hearts and those of our clients

Entertaining

  • Quarterly Client Market Update events
  • Annual Client Appreciation event
  • Monthly small gatherings to stay connected and have fun

Read What Our Clients Are Saying

Read about real experiences from our clients.

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"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!"

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success

J. FachyTest
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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