Timothy Quinn (CFP®, CPA/PFS)

Timothy Quinn focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Medical Professionals

Retirement Planning & Distribution Rules

Socially Responsible Investments

Planning Specialties

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.

Additional Information

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.