Office:

845-345-3628

Fax:

845-230-3108

Email:

info@quintii.com

  • Located in the Heart of the Hudson Valley

  • Located in the Heart of the Hudson Valley

  • Bridging the gap today...

  • Tomorrow...

  • ... and Beyond!

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Our Company

We are dedicated to providing risk and investment management in conjunction with strategic wealth planning for individuals, families and businesses. Simply put, we function as a trusted advisor for our clients. As an insurance agency and registered investment advisory firm,* our primary focus is to provide unbiased opinions that are designed to achieve long term results.

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Quint Wealth Management, Inc. (Quint Investments & Insurance Services) is an SEC Registered Investment Adviser in New York. We are allowed to do business in New York and other states where we are registered, exempted, or excluded from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered and sold through Quint Risk Management, Inc. and individually licensed and appointed insurance agents.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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