McGuire Investment Group, LLC


Welcome to the McGuire Investment Group, LLC website! Our site is designed and intended to compliment our practice with additional information about us, values and philosophies, services, account access, and periodic comments and articles.

As our clients know and trust, our goal is to provide the best investment service possible. Wells Fargo Advisors, our broker-dealer, is one of the nation’s largest retail brokerage businesses, providing us and our clients with the best research, technology, and account services available in the industry.
While navigating throughout the site, we hope you find it interesting and useful. We endeavor to provide our clients with the most current and up-to-date information possible in the investment industry.
We do not forget the privilege we have to work for you. Thank you for visiting the site, and we hope to speak with you soon!
     
                                         
 
          

 
 

 
 
 
 
 

   Dennis P. McGuire

               has been awarded

 
 
 
 
 
 
 

                                 For more information on the rating methodology, go to http://www.pageturnpro.com/Crescendo-Business-Services/33656-2012-RIWM-Dennis-McGuire/index.html#/1

2012 Survey conducted by Five Star Professional, an independent third-party research firm, who received 287nominations among all wealth managers in the Rhode Island area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. 111 were named 2012 Five Star Wealth Managers which represents less than 3% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager's future performance.For more information: www.fivestarprofessional.com/2012/research.php

 

 

                               Dennis P. McGuire

                                        has been awarded

 

 

 

                               For more information on the rating methodology, go to http://www.pageturnpro.com/Crescendo-Business-Services/22006-2011-RI-WM-Dennis-McGuire/index.html#1

The Survey was conducted by Crescendo, as an independent third-party research firm.  They surveyed approximately 1 in 4 high-net-worth households (over 51,000 households) within the Rhode Island area and asked to evaluate the 2,200 financial services professionals within the Rhode Island area as the best in client satisfaction Wealth managers.  The evaluation was based on nine criteria:  customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.  The survey resulted in an elite group of advisors, comprising less than 5% of the wealth managers in Rhode Island.  Only wealth managers with five years of experience in the financial services industry are considered, and have not paid a fee for this award.  The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial adviser’s clients.  The rating is not indicative of the financial advisor’s future performance.  Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future.


 

 

 

 

 
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Newsletters

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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