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Areas of expertise

Patrick McGuire has been serving clients and their families since 1985 in the areas of charitable gift planning, retirement and estate planning. He joined Rogers Group Financial as an advisor in 2011.
 
Patrick works primarily with professionals and small business owners who require advice on retirement and succession planning, and to raise awareness of the importance of thoughtful, well-planned, tax-wise charitable gifts and their impact on the quality of life in our communities.
 

Pat McGuire has advised my family on financial matters for more than 25 years. I would strongly recommend Pat to anyone looking for an honest and hard working financial advisor who always puts his clients needs above his own."

Leslie W.