Roger Quintin

About Roger Quintin

I know firsthand how selecting investments, understanding the market and making sound financial decisions can be stressful, time consuming, and frankly, nerve-racking at times.I specialize in consolidating the resources my clients need to help simplify their financial life, and I approach each client mindful of their unique concerns and challenges they face in preserving and growing their wealth.My primary goal is to fully understand you, your family, what’s important to you, and what keeps you up at night. Only then can we partner together to design a strategy that is right for you.My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Advisory services Retirement analysis and programs• Estate strategies• Employee benefit and retention services• Business continuation strategies• Asset accumulation strategies, and financial products and services for high net-worth families, businesses, and institutions. If you are looking for professional guidance, a second look at your current strategy, or just getting started in the investment world, I invite you to connect.

Experience

1. Financial Advisor

   Equitable Advisors

   Apr 2024 — Present · RI, US

Education

• MITx Courses

  Finance, General

• University of Massachusetts Global

  Banking, Corporate, Finance, and Securities Law