Quinn Wealth Strategies, LLC | Waltham, MA

Quinn Wealth Strategies, LLC

Contact Us

201 Jones Road, 5th Floor
Waltham, MA 02451
  • Office: 781.398.8522
  • Fax: 781.899.5829

  • E-mail address: MQuinn@QuinnWealthStrategies.com
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About Us

  • Wealth Management
  • Helpful Links
  • Life plan for your business®
  • The Nautilus Group®
  • Tell A Friend
  • Our Location
  • Eagle Strategies LLC
  • Meet Our Team
  • Business Solutions
  • Personal Solutions
  • Our Process
  • Strategic Resources
  • Newsletters
  • Location and Contact
  • Entrepreneurs & Business Owners
  • Video Library
  • Calculators
  • Special Needs Planning
  • Navigating Income Tax
  • Concept Pieces
  • Nautilus Blog
  • Successful Families
  • Where We Do Business
  • Executives & Professionals
  • About Our Designations

Quinn Wealth Strategies, LLC | Waltham, MA

Quinn Wealth Strategies, LLC

Contact Us

201 Jones Road, 5th Floor
Waltham, MA 02451
  • Office: 781.398.8522
  • Fax: 781.899.5829

  • E-mail address: MQuinn@QuinnWealthStrategies.com
 
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  • Home
  • About Us
    • Wealth Management
    • Helpful Links
    • Life plan for your business®
    • The Nautilus Group®
    • Tell A Friend
    • Our Location
    • Eagle Strategies LLC
    • Meet Our Team
    • Business Solutions
    • Personal Solutions
    • Our Process
    • Strategic Resources
    • Newsletters
    • Location and Contact
    • Entrepreneurs & Business Owners
    • Video Library
    • Calculators
    • Special Needs Planning
    • Navigating Income Tax
    • Concept Pieces
    • Nautilus Blog
    • Successful Families
    • Where We Do Business
    • Executives & Professionals
    • About Our Designations
  • Contact Us

Michael Quinn (CA insurance license #0L10705), Justin Doyle, and Berto Cabral are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of AL, AZ, CA, CT, FL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, and VT. No insurance business may be conducted outside these states referenced.

Michael Quinn, Justin Doyle, and Berto Cabral are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CT, FL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, RI and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Quinn, Justin Doyle and Berto Cabral are also registered as investment adviser representatives, under Eagle Strategies LLC, A Registered Investment Adviser, offering financial planning and investment advisory services in the states of MA, AK, CA, CT, FL, MD, ME, MI, MO, NC, NH, NJ, NY, OH, RI, SC and UT. As such, these services are strictly intended for individuals residing in those states listed.

Neither New York Life Insurance Company, nor its agents or affiliates, or Quinn Wealth Strategies, LLC nor its employees or agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Quinn Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Michael Quinn is a member of The Nautilus Group®, a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf