The McGuirk & De Nevi Group - Menlo Park, California

Introduction to The McGuirk & De Nevi Group

For individuals and families seeking comprehensive financial planning services, The McGuirk & De Nevi Group presents a highly regarded option. Located in Menlo Park, California, this firm specializes in providing personalized financial guidance to help clients achieve their long-term goals. It’s important to note that they operate as a part of Hightower Advisors, a nationally recognized wealth management firm, which provides a strong foundation of resources and expertise. The McGuirk & De Nevi Group distinguishes itself through a commitment to building strong client relationships and delivering tailored solutions.

Location and Contact Information

The McGuirk & De Nevi Group is strategically situated at 3000 Sand Hill Rd Building 1, Suite 100, Menlo Park, CA 94025, United States. Clients can easily reach them by phone at 6504333554. Their website, mcguirk.hightoweradvisors.com, offers a wealth of information about their services and team. Accessibility is a priority; they offer a wheelchair-accessible car park for client convenience.

Services Offered – Financial Planning Expertise

The core of The McGuirk & De Nevi Group’s offerings revolves around financial planning. They provide a holistic approach, encompassing a wide range of services designed to meet diverse client needs. These services typically include:

• Retirement Planning: Helping clients develop strategies to secure a comfortable retirement.
• Investment Management: Creating and managing investment portfolios aligned with individual risk tolerance and financial goals.
• Estate Planning: Guiding clients through the complexities of estate planning, including wills, trusts, and asset protection.
• Tax Planning: Collaborating with tax professionals to minimize tax liabilities and optimize financial strategies.
• Education Planning: Assisting families in saving for college and other educational expenses.
• Insurance Planning: Evaluating and recommending appropriate insurance coverage to protect clients’ assets and families.

Client Feedback and Reputation

Currently, The McGuirk & De Nevi Group boasts 1 review on Google My Business, all of which receive an impressive average opinion of 5/5. This overwhelmingly positive feedback underscores the team's commitment to client satisfaction and their ability to deliver exceptional service. Positive reviews frequently highlight the team's responsiveness, knowledge, and personalized approach. Clients appreciate the trust and confidence they develop with the advisors at McGuirk & De Nevi.

About The McGuirk & De Nevi Group – Part of Hightower Advisors

It's crucial to understand that The McGuirk & De Nevi Group is not an independent firm operating in isolation. They are a part of Hightower Advisors, a large and established wealth management firm with a significant national presence. This affiliation provides several key benefits to clients, including:

• Access to a Wider Range of Resources: Clients benefit from Hightower Advisors’ extensive research, technology, and compliance infrastructure.
• Experienced Team: The team at McGuirk & De Nevi draws upon the collective expertise of Hightower Advisors’ broader network of advisors.
• Scalability: As clients’ needs evolve, they have access to a firm that can scale its services accordingly.

Recommendations and Next Steps

Given the positive feedback and comprehensive service offerings, it’s generally recommended that prospective clients schedule an appointment with The McGuirk & De Nevi Group. This initial consultation allows them to discuss their financial goals, assess their current situation, and determine how the firm’s expertise can be of assistance. To book an appointment, you can contact them directly via phone at 6504333554 or through their website. mcguirk.hightoweradvisors.com provides detailed information about the team and their services, allowing for informed decision-making. The firm’s commitment to client success, coupled with their location in the heart of Silicon Valley, makes them a valuable resource for individuals and families seeking strategic financial guidance.