This November, as part of our ongoing Virtual Event Series, we present a conversation with Atomic Coffee Roasters to clients and friends of the firm. As we have done all summer and now into the fall, we are taking a moment to highlight a local family owned business and sharing […]
Click to REGISTER for the Event. Join Us! We would love for you to attend the first of US Advisory Group‘s Monthly Meet-Up Series at REV Kitchen in Beverly on Tuesday, March 10th from 5-7pm. There will be complimentary light hors d’oeuvres and beverages available. Register Here
On Wednesday, January 29th, US Advisory Group will help to sponsor an Economic Forecast for 2020 presentation for the Essex County Estate Planning Council. After a brief introduction from Tucker McDonald, Jeff Margolin, Senior Vice President and Closed-End Fund Analyst at First Trust will provide insight and forecasts on the upcoming year. […]
In addition to his work as a Financial Advisor at US Advisory Group working with clients to achieve their financial goals, Tucker McDonald currently serves on the Board of the Essex County Estate Planning Council and Boston College’s Neenan Society. Even still, Tucker continues to look for new ways to […]
Thank you to all who were able to attend our Open House in Beverly on Thursday, January 10th. It was very nice to see friends and associates of our firm as we enter the New Year. Special thanks to Gentile Brewing Co. and Henry’s Fine Foods for provide refreshments and […]
Rick and some friends at the Turner Hill Golf Club hosted Governor Charlie Baker and his wife Lauren on Tuesday, 7/24. State Representative Brad Hill of the 4th District (Essex County) was also in attendance. The Governor, nearing the end of his first term in office, spoke about the Commonwealth’s […]
Last Friday, July 20, Rick joined John King for a conversation about the Family Business Project on “The Voice of Business.” Sitting alongside Rick was Steve Vesey, founder of the Business Legacy Strategies, inc. In this 30 minute clip, they addressed some of the various challenges small business owners face […]
US Advisory Group will relocate to a completely renovated office space at 152 Conant Street in Beverly Massachusetts on July 2, 2018. To better connect to their North Shore roots including clients, centers of influence and community organizations, US Advisory Group will relocate inside the 95 belt to Beverly, MA. […]
Here is Tucker speaking at Boston College’s Alumni event last night at the Langham Hotel in downtown Boston on Financial & Estate Planning! From Tucker: “We had a great event, great turnout, about 50 attendees (with a Bruins playoff hockey game conflict notwithstanding), and really great questions from the audience! […]
