At McGuff Financial, we aim to provide a truly unique experience that sets us apart from other firms. We believe our clients benefit from:
As an independent firm, we are not confined to limited products from specific product carriers. Rather, we employ the strategies we believe best align with a client’s unique situation. While we have access to the comprehensive services and resources of a national firm, we provide the flexibility and focus of a community practice.
One of the unique elements of our firm is our ability to offer a wide array of accounting, tax, and financial services to individuals and business owners. By providing these services under a single roof and integrating them into cohesive strategies, we believe we can help simplify a client’s financial life.
Our team includes experienced professionals with advanced designations. Jack McGuff is not only an LPL Financial Advisor, but also a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and an attorney. With an extensive background in financial planning, taxes, accounting, estate planning, and preparing trusts and wills, Jack can help address his clients’ numerous financial concerns.
We are committed to building a long-term and trusted relationship with each and every one of our clients. By explaining the reasoning behind our recommendations and educating them on their opportunities, we seek to help clients feel more confident in their future and empowered to make pivotal financial decisions.