Mike & Regina Quirk - Strategic Financial Services - Norwell, MA

Mike & Regina Quirk - Strategic Financial Services - Norwell, MA We are a client focused financial services company that wants to be the driving force behind our clients’ financial success. Investing involves risk.

Strategic Financial Services are independent, Family Wealth Managers helping you "plan well to live well" in every season of life! We offer Financial Planning, Wealth Management, Retirement Strategies and Estate Planning Review. This page is intended to keep you all informed of the many happenings in our personal lives and sharing our knowledge and additional information to benefit you. Disclosure

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Strategic Financial Services & Cambridge are not affiliated. Cambridge does not offer tax advice. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

🧠💜 June is Alzheimer’s Awareness Month 🌿Millions of families are impacted by Alzheimer’s disease, a condition that affec...
06/02/2026

🧠💜 June is Alzheimer’s Awareness Month 🌿

Millions of families are impacted by Alzheimer’s disease, a condition that affects memory, independence, and daily life. This month, we stand together to raise awareness, support caregivers, and advocate for research toward a cure. 🕊️🔬

Early detection and planning can make a big difference. If you or your loved ones are facing memory challenges, take inspiration from this month’s focus to explore resources, learn about this condition, and prepare for the future. 📚🗓️

Join us as we spread awareness and show support for those affected. 🤝💜

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA ...
06/01/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
05/31/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
05/28/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. Fro...
05/27/2026

We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month!

Our Offices Are Closed Today.Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service t...
05/25/2026

Our Offices Are Closed Today.
Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/24/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
05/21/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

This May, let's encourage our elderly loved ones to get involved and give back. From volunteering at a local organizatio...
05/20/2026

This May, let's encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let's spread joy and positivity this Older Americans Month!

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. ...
05/18/2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent.

Address

46 Accord Park Drive
Norwell, MA
02061

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17818784063

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