McGuire and Wright Financial Group LLC

McGuire and Wright Financial Group LLC Financial Advisor and Co-Founder of McGuire Wright, Specializing in Retirees, Professionals & Busine We are not licensed in all jurisdictions.

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thr

ough Eagle Strategies LLC, A Registered Investment Adviser, David McGuire is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 201 Jones Road Waltham, MA 02451 (781)-398-9133. Neither McGuire & Wright nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. McGuire & Wright is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/10/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/08/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and ...
06/05/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to ...
05/27/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
05/25/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
05/22/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
05/20/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

A Kiplinger editor shares some retirement wishes for her father.
05/17/2026

A Kiplinger editor shares some retirement wishes for her father.

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
05/14/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
05/11/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

Address

308 West Central Street Suite A
Franklin, MA
02038

Telephone

+15082794445

Website

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