James  McGurren,  CFP<sup>&reg;</sup> - Financial Advisor

James McGurren, CFP®

CPA,

Principal/Managing Director

Simon Quick Advisors, LLC

1225 Franklin Ave, Ste 325
Garden City, NY 11530-1693
FINANCIAL ADVISOR'S WEBSITE
(646) 668-3522 CONNECT WITH James
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General

James McGurren is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Simon Quick Advisors, LLC in Garden City, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Retirement, Life Planning, Sudden Wealth

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