Jim Quinlan

About Jim Quinlan

At With Integrity Wealth Management, our focus is retirement income planning. If you are approaching or already in retirement and want strategies designed to help preserve your capital while generating a reliable income stream, we can build a plan tailored to your needs. Over the years, we’ve guided countless couples, widows, and those newly single through this important transition—helping them protect their wealth and turn assets into efficient, lasting income. We are more than just advisors—we’re your neighbors. Our office is right on the Village Green in The Pinehills, and you’ll find us at The Market, at Boy Scout events, on the mountain bike trails, or in church. Stop by anytime for a cup of coffee and a conversation. Our team has deep expertise working with corporate executives, business owners, professionals, high-net-worth couples, and women—especially widows and divorced clients who face unique financial challenges. As a primarily fee-based advisory firm, our custom wealth solutions begin at With Integrity Wealth Management, is a primarily fee-based advisory firm and custom solutions begin at 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 a Registered Investment Adviser. With Integrity Wealth Management 1 Village Green N, Suite 122, Plymouth, MA 02••••••••31. j•••@WithIntegrity.com Our Terms of Use here:

Experience

1. Partner & Chartered Retiement Planning Counselor

   With Integrity Wealth Management

   Jan 2014 — Present · Plymouth, MA

Education

• Lesley University

  Masters of Science

  2000 — 2002

• Massachusetts College of Liberal Arts

  B.A.

  1996 — 2000

Skills

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