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John Mcguire

Advisor at MSM Financial Strategies

Updated today

Location

Manhasset, NY 11030

Credentials

CFP®

Industry experience

4 years

About

John Mcguire is a CFP® professional at MSM Financial Strategies with four years of industry experience. He has been with MSM Financial Strategies since 1997, a firm based in Bronxville, NY. MSM Financial Strategies is a partner-owned investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds alongside a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Client services

Based on MSM Financial Strategies

Financial planning Portfolio management

Expertise

Based on MSM Financial Strategies

General retirement planning Cash flow / budgeting General tax planning

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Fee options

Percentage

$0 - $100,000: 1.0% $100,001 - $200,000: 0.7% $200,001 - $300,000: 0.4% $300,001+: 0.2%

Project-based

$250 per hour for Financial Planning and Consulting Services

Other

Account minimum: Not explicitly stated; minimum account requirements differ among clients based on when they entered advisory relationship (grandfathered) Fee-only: Financial Planning and Consulting services charged at $250 per hour

Location

1129 Northern Boulevard, Suite 404

Manhasset, NY 11030

Most active in

New York

Work history

MSM Financial Strategies

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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New York, NY

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Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, a registered investment adviser based in New York, NY. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at UCAP Asset Management LLC, UCAP Securities LLC, Insight Securities Inc, and Lebenthal Wealth Advisors. He provides investment advice, insurance advice, and financial planning services. Legado Wealth Management LLC offers discretionary portfolio management and consulting to individual and institutional clients, including other financial professionals. The firm employs a long-term, fundamental analysis approach and customizes investment portfolios while maintaining flexibility for ongoing management, serving approximately 75 client relationships with $51 million in discretionary assets.

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Active portfolio management
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Javier R

Series 63, Series 66

Brooklyn, NY

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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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