Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Investment Advisory Services

Strategic Financial Services

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Advisory Services.

About

About This Business

Strategic Financial Services is a financial planning advisory firm registered with the Securities and Exchange Commission as a Registered Investment Advisor (file #801-46256). They offer financial planning advice regarding investments, insurance, pensions, retirement, and general financial matters. They are also an ongoing consultation service for clients who need frequent advice. Services are provided for individuals, small businesses, trusts, estates, and charitable organizations.

Business Details

BBB File Opened:
1/1/1994
Business Started:
1/1/1994
Business Management:
Michael P. Quirk, Owner
Regina Quirk, Owner
Number of Employees:
8

Additional Contact Information

Customer Contacts
Regina Quirk, Owner
Fax numbers
Primary Fax: (781) 878-8093

Additional Information

Other Resources
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
http://www.sec.state.ma.us/sct/sctidx.htm
[email protected]
Business Categories
Investment Advisory Services

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.