Timothy J. Quinn
This advisor specializes in the following areas of expertise:
- Advising Medical Professionals
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Our comprehensive array of services are designed to help you achieve your financial objectives. We work collaboratively with other professional advisors to meet all of your planning needs. Our investment management services are built on an open architecture platform that gives you access to best of class managers using a wide variety of asset classes and money managers.
We provide highly personalized, ongoing contact regardless of your portfolio size including periodic phone calls, meetings, e-mails and quarterly performance reports. Our easy-to-read reports show you your investment results and any recent activity in your portfolio. We are also available for telephone consultations in case you have questions or want to be updated on the status of your portfolio. We are dedicated to giving you the peace of mind that occurs when you are fully informed by accessible financial professionals.
NAPFA Start Date
December 02, 2009
Industry Start Date
June 01, 1997