James McGurren, CPA, CFP®
Managing Director and Client Advisor
We are pleased to announce that Jim McGurren has joined Massey Quick Simon as a Managing Director and Client Advisor. In this role, Jim will offer financial planning and investment management advice, helping clients navigate the complexities of their financial lives. With his long history of serving clients on Long Island, we are thrilled to offer a local presence to our clients on Long Island!
Jim’s background includes extensive experience in Public Accounting with special emphasis on tax and financial planning for the wealthy. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional, Jim provides a highly-personalized approach to client relationships and is passionate about helping clients strategically plan for their futures. According to Jim, “My role is to guide clients through the complex and often challenging decisions in their financial lives and help them achieve peace of mind with better outcomes. Understanding the profound responsibility my clients have placed in me, I work tirelessly every day to earn their trust.”
We are delighted to welcome Jim to the team and are confident he will be an asset to both our company and our clients. Please feel free to contact Jim at James.McGurren@mqsadvisors.com and recommend him to those who might benefit from his expertise.