Maguire Financial Group is a financial services firm whose professionals offer a combination of skill in tax, estate, business succession planning and life insurance for high net worth individuals and their families. For nearly 40 years, hundreds of affluent individuals have trusted the professionals of Maguire Financial Group to successfully provide planning and business solutions to help ensure a stable financial future.
Clients include some of the most influential people in the U.S., including members of the Forbes 400. The reality of today is that we live in a very litigious world. Significant judgments, often unwarranted, can have a devastating effect on you and your family's livelihood.
Clients include some of the most influential people in the U.S., including members of the Forbes 400. The reality of today is that we live in a very litigious world. Significant judgments, often unwarranted, can have a devastating effect on you and your family's livelihood.
Services
With numerous high-end insurance and estate planning options available today, why choose us? Because of the size of our firm and the level of sophistication of our services, we believe in providing a personal approach to service. Many of our clients have found this approach builds trust, fosters open lines of communication, and cultivates a positive experience, thus resulting in long-term relationships.
Tom Maguire is President of Maguire Financial Group and services ultra high net wealth individuals as well as both public and private companies throughout the United States. He attended the University of Notre Dame, graduating in 1974. Mr. Maguire spent most of the first twenty-nine years of his career in public accounting, including 20 years as a tax partner in the Phoenix office of Big Four accounting firm KPMG.
As Operations Manager for Maguire Financial Group, Penny is the acting liaison between clients and associates to manage the underwriting workflow completely. By assuring productivity and efficiency over its multiple operations and processes, Penny aims to ensure the company is performing towards its best potential.
The reality of today is that we live in a very litigious world. Significant judgments, often unwarranted, can have a devastating effect on you and your family's livelihood. At Maguire Financial Group we believe a key element in estate or succession planning is ensuring protection of your family's assets in the event of overwhelming creditor claims or bankruptcy.
As a business owner, one of your top priorities should include business succession planning, which ensures the stability of your company's future. Goals vary from business owner to business owner, so at Maguire Financial Group we provide a customized business succession plan to attain your individual objectives.
Reviews (1)
David Porter
Jun 12, 2020
Report
