Is Strategic Financial Services by appointment only?

Yes, Strategic Financial Services is by appointment only.

Specialties

We are Family Wealth Managers. We specialize in goals-based investing, and planning for all scenarios and seasons of life. We believe in showing compassion, being present, working intentionally, and being mindful for our clients. We serve clients in all seasons of life, but are especially adept at Estate Planning and Charitable Giving.

History

Established in 1995.

Our business was established by a teacher who recognized a need for financial education and literacy, John "Jack" McGrath. He built a successful practice, and eventually hired Regina Quirk as the operations admin. Regina quickly became licensed and built rapport with the clients. A few years later, she recognized a need for additional support at Mike joined the firm. When Jack was ready to retire in 2016, Mike & Regina purchased Strategic Financial from him and have been owners/financial professionals ever since. Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Strategic Financial Services and Cambridge are not affiliated.

Meet the Business Owner: Regina Q.

Regina Quirk is a 23 year industry veteran. Before joining Strategic Financial Services in 2002 she worked at Scudder/AARP Investments and was the Vice President of Training and Development at Deutsche Bank. Regina is committed to providing exceptional service to each client. "Our clients become our friends, and are like family. A true partnership of trust and respect are the foundations of our business model." Regina is a member of the Rockland Public School Building Committee, VP of The Rockland Education Foundation, President of the Rockland Athletic Boosters, has served on several ministries at Holy Family Church, and sits on the board of Hope Floats Wellness Center for grieving families. FINRA Series 7&63 Licensed Regina is married to her business partner Michael Quirk, and blessed with two sons. Her older son Ryan earned his finance degree from the Business School at Boston College and her beloved younger son Jared passed away in 2015 from an undiagnosed heart condition.