Dan Mccarthy Email & Phone Number | Dan McCarthy founded the The Quincy Group, Inc. in 2002 after beginning his career over a decade earlier with American Express Financial Advisors then serving as Regional Director for Financial Services to the fast-growing Gilman & Ciocia, (a New York-based company providing tax preparation and financial planning services from more than 30 offices). As President and Wealth Advisor, Dan has built The Quincy Group, Inc. one client at a time, taking pride in the WealthGuide planning process and his team of conscientious hard-working people committed to the successes of each client. Skilled in Asset Management, Retirement Planning, and 401k Rollovers. Dan works closely with Telecom employees, having over 15 years experience advising on Severance Options, Pension Choices, GATT/PBGC Rates, and Income without Tax Penalties.

Dan Mccarthy

Dan McCarthy founded the The Quincy Group, Inc. in 2002 after beginning his career over a decade ear...
229 Copeland Street, Quincy, United States

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Dan Mccarthy’s Location 229 Copeland Street, Quincy, United States

Dan Mccarthy’s Current Industry The Quincy

Dan Mccarthy’s Prior Industry Gilman And Ciocia | Ameriprise Financial Services

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Founder & President

2002-06-01 00:00:00 - Present

Regional Director-Financial Services

1997-03-01 00:00:00 - 2002-05-01 00:00:00

Financial Planner

1992-10-01 00:00:00 - 1997-02-01 00:00:00

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Dan Mccarthy is a Dan McCarthy founded the The Quincy Group, Inc. in 2002 after beginning his career over a decade earlier with American Express Financial Advisors then serving as Regional Director for Financial Services to the fast-growing Gilman & Ciocia, (a New York-based company providing tax preparation and financial planning services from more than 30 offices). As President and Wealth Advisor, Dan has built The Quincy Group, Inc. one client at a time, taking pride in the WealthGuide planning process and his team of conscientious hard-working people committed to the successes of each client. Skilled in Asset Management, Retirement Planning, and 401k Rollovers. Dan works closely with Telecom employees, having over 15 years experience advising on Severance Options, Pension Choices, GATT/PBGC Rates, and Income without Tax Penalties.