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McGuire Financial Services' mission is to become the trusted company with the reputation and integrity to guide you through retirement. Founded in 2005, we strive to put clients’ interests first in determining the best plan to achieve their goals through independent advice.
Kenneth J. McGuire is the President and Founder of McGuire Financial Services. With more than 25 years of experience, he focuses on retirement income creation, investment management, financial planning and wealth transfer while serving the communities of Cape Cod and southeastern Massachusetts. He holds a bachelor’s degree in science from Bridgewater State University and an associate’s degree in science from Cape Cod Community College.
Ken began working in the financial industry in 1989. His focus turned to senior planning after watching two people very close to him experience the financial stress of poor planning in their later years. He is proud to be in a career that allows him to better the lives of those he cares about.
Ken holds his Series 65 and life insurance licenses. He is a Registered Financial Consultant with the International Association of Registered Financial Consultants, a Master Elite Advisor with the Ed Slott Advisory Group, a Life Underwriter Training Council Fellow (LUTCF) and member of the Financial Planning Association, National Association of Insurance and Financial Advisors and Cape Cod Estate Planning Council. He has been featured in the Wall Street Journal.
Ken resides in West Yarmouth, Massachusetts, with his wife Beth. He serves as Chair, for the local American Red Cross CISEMA chapter and the Yarmouth area Chamber of Commerce Finance Committee. He enjoys fishing, golfing, skiing, snowmobiling and scuba diving.
As Client Relations Director, Judy is responsible for managing the coordination, transition and implementation of new clients to McGuire Financial Services. She is a firm believer in the team approach, with an emphasis on exceptional client service. She maintains relationships with clients and partners in an effort to always improve services and resources. She oversees day-to-day operations and client transactions while building professional and personal relationships.
Judy joined McGuire Financial Services as client relations director in 2010 after relocating to Dennis with her husband, Remo. She brings more than 25 years of experience in the financial services industry as an executive assistant and client relationship manager while employed at Deutsche Financial, Putnam Investments and State Street Bank. Judy is an avid boater and enjoys cooking, traveling and spending quality time with family and friends.
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