James Mcgurren Cpa, Cfp® Email & Phone Number

At Simon Quick Advisors, I am a Principal and serve as a Client Advisor in our New York office and work directly with clients locally and across the country. As a Certified Public Accountant and Certified Financial Planner® professional, I use my expertise and extensive experience to lead clients forward in their financial journey. Many of the clients I serve are highly driven, successful entrepreneurs, professionals, corporate executives, and business owners in the areas of technology, real estate, finance, and professional services. I take an active, highly personalized approach in working with clients to provide customized advice and solutions tailored to their individual circumstances. In today’s world, we face ever-increasing risks in all aspects of our financial lives. Bringing a risk management perspective to the table is fundamental to how we advise and guide our clients. Each of our clients receive ongoing holistic and personalized financial and strategic planning advice, institutional-quality investment management, and a team dedicated to service and execution. In all matters, we serve as fiduciaries to our clients.The Simon Quick team brings exceptional talent and the resources necessary to deliver high quality advice, service, and solutions to our clients. For us, the relationships we build with our clients are the most important part of our business. For our clients, that commitment means results. We want every interaction with us to reflect an exceptional level of personal attention. Our goal is that your relationship with us will have a positive impact not just on your finances, but on your entire life.Planning & Strategy | Investment Consulting | Holistic Advice | Personalized Service

Listed skills include Key Client Relationships, Wealth Management, Investment Management, Financial Planning, and 7 others.