About QUINN FINANCIAL PLANNING, LLC
QUINN FINANCIAL PLANNING, LLC is a leading financial planning firm that provides expert advice and guidance to clients. With a team of experienced professionals and a commitment to delivering personalized solutions, QUINN FINANCIAL PLANNING, LLC stands out as a trusted partner in helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
– Provides expert financial advice
– Delivers personalized solutions
– Helps clients achieve their financial goals
– Offers a range of financial services
– Has a diverse client base
– Discloses important information to clients
Facts and Insights
QUINN FINANCIAL PLANNING, LLC has been in business for over 15 years, serving clients across different industries and backgrounds. The firm has earned a reputation for its commitment to excellence and innovative approach to financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
QUINN FINANCIAL PLANNING, LLC offers a comprehensive range of financial services that cater to different aspects of financial planning. These services include investment management, retirement planning, tax planning, estate planning, and more. Clients can access a wide range of tools and resources to help them make informed decisions about their financial future.
Client Types
QUINN FINANCIAL PLANNING, LLC serves a diverse range of clients including individuals, families, small businesses, and corporations. The firm understands that each client has unique financial needs and tailors its services to meet those needs. This approach has helped the firm build long-lasting relationships with its clients.
Fees & Compensation
The fees and compensation structure at QUINN FINANCIAL PLANNING, LLC is transparent and easy to understand. The firm charges a percentage of the client’s assets under management as its fee, with the rate depending on the size of the assets. This aligns the firm’s interests with those of its clients and ensures that they work towards common goals.
Background
QUINN FINANCIAL PLANNING, LLC was founded by John Quinn, a highly experienced and reputable financial advisor with over 20 years of experience in the industry. With a team of dedicated and knowledgeable professionals, the firm continues to provide top-notch financial planning services to its clients.
Financial Advisor Disclosures to Know
Clients of QUINN FINANCIAL PLANNING, LLC can rest assured that they will receive full disclosure of any potential conflicts of interest or other important information. The firm values transparency and works diligently to ensure that clients are fully informed about the services they receive. This level of transparency has earned the trust and loyalty of clients over the years.