Jim Quinlan, C.R.P.C.

Jim Quinlan, C.R.P.C. Email and Phone Number

Partner and Chartered Retiement Planning Counselor @ With Integrity Wealth Management
Plymouth, MA, US
Jim Quinlan, C.R.P.C.'s Location
Plymouth, Massachusetts, United States, United States
Jim Quinlan, C.R.P.C.'s Contact Details

Jim Quinlan, C.R.P.C. work email

Jim Quinlan, C.R.P.C. personal email

n/a
About Jim Quinlan, C.R.P.C.

With Integrity Wealth Management focuses on retirement income planning. If you are approaching or in retirement and want to find ways that may preserve your capital while giving you a consistent income stream, we can craft a plan for you. We have helped countless couples, widows, and those who are newly single. Let us help you with your preservation of wealth and using your assets to make the most efficient income.We’re the local team on the Village Green in The Pinehills. We live locally, work locally, and are involved locally. You will see us at The Market, on the baseball fields, at Boy Scout Events, on mountain bike trials, or in church—and we welcome you to say hello. You can always stop in the office for a cup of coffee too. Our team has special expertise in dealing with the concerns of corporate executives, business owners, professionals, high net worth couples and women, especially widows and divorced clients.With Integrity Wealth Management, is a primarily fee-based advisory firm and custom solutions begin at $1,000,000.For individuals in: AZ, CT, FL, MA, MD, NH, SC. No offers may be made or accepted from any resident outside these states due to state and registration requirements regarding investment products and services. *Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. With Integrity Wealth Management1 Village Green N, Suite 122, Plymouth, MA 02360. (508) 224-3131. jim@WithIntegrity.comOur Terms of Use here: www.commonwealth.com/termsofuse.html

Jim Quinlan, C.R.P.C.'s Current Company Details
With Integrity Wealth Management

With Integrity Wealth Management

View
Partner and Chartered Retiement Planning Counselor
Plymouth, MA, US
Employees:
4
Jim Quinlan, C.R.P.C. Work Experience Details
  • With Integrity Wealth Management
    Partner And Chartered Retiement Planning Counselor
    With Integrity Wealth Management
    Plymouth, Ma, Us
  • With Integrity Wealth Management
    Partner & Chartered Retiement Planning Counselor
    With Integrity Wealth Management Jan 2014 - Present
    Plymouth, Ma
  • Rockland Trust Financial Services
    Financial Consultant & Vice President
    Rockland Trust Financial Services Feb 2010 - Dec 2013
    Plymouth, Ma
  • Td Bank Usa
    Financial Advisor
    Td Bank Usa Sep 2007 - Feb 2010
    Plymouth, Ma
    Financial Advisor at the TD Wealth Managment Services Inc located in The Pinehills, Plymouth MA 02360
  • Bridgewater Credit Union
    Financial Advisor
    Bridgewater Credit Union 2006 - 2007
    Plymouth, Ma
    Financial Advisor, Stock Broker, Insurance Agent, Annuities, Life Insurance, Long Term Care, Annuities. Mutual Funds, ETFs, Financial Planner,
  • John Hancock
    Private Client Group - Sales Desk Manager
    John Hancock 2003 - 2006
    Greater Boston Area
  • John Hancock
    Mutual Funds Internal Wholesaler
    John Hancock 2001 - 2003
    Greater Boston Area

Jim Quinlan, C.R.P.C. Skills

Investment Advisory Financial Planning Mutual Funds Term Life Insurance Whole Life Universal Life Long Term Care Retirement Income Strategies Retirement Planning Annuities Investment Strategies Bonds Municipal Bonds 401k Rollovers Ira's Financial Management Portfolio Management Portfolio Strategy Asset Management Asset Protection Strategic Financial Planning Retirement Iras Fixed Annuities Series 6 Managerial Finance Asset Managment Long Term Care Financial Services Series 7 Asset Allocation Insurance Investments Securities Small Business Life Insurance Finance Wealth Management Series 63 Pensions Wealth Management Services Financial Planners Finra Disability Insurance 401k Etfs Financial Advisory Estate Planning Series 65 Alternative Investments

Jim Quinlan, C.R.P.C. Education Details

Frequently Asked Questions about Jim Quinlan, C.R.P.C.

What company does Jim Quinlan, C.R.P.C. work for?

Jim Quinlan, C.R.P.C. works for With Integrity Wealth Management

What is Jim Quinlan, C.R.P.C.'s role at the current company?

Jim Quinlan, C.R.P.C.'s current role is Partner and Chartered Retiement Planning Counselor.

What is Jim Quinlan, C.R.P.C.'s email address?

Jim Quinlan, C.R.P.C.'s email address is ji****@****ity.com

What schools did Jim Quinlan, C.R.P.C. attend?

Jim Quinlan, C.R.P.C. attended Lesley University, Massachusetts College Of Liberal Arts.

What are some of Jim Quinlan, C.R.P.C.'s interests?

Jim Quinlan, C.R.P.C. has interest in Health.

What skills is Jim Quinlan, C.R.P.C. known for?

Jim Quinlan, C.R.P.C. has skills like Investment Advisory, Financial Planning, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Long Term Care, Retirement Income Strategies, Retirement Planning, Annuities, Investment Strategies, Bonds.

Who are Jim Quinlan, C.R.P.C.'s colleagues?

Jim Quinlan, C.R.P.C.'s colleagues are Thomas Murray, Katie Westberg, Lois Burke, Cliff Westberg, Cfp®, Cpwa®, Csric®, Cpfa®.

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