Gregg M Quinn

An Ameriprise Platinum Financial Services® Practice
Gregg M Quinn
CFP®, ChFC®, CLU®
Senior Financial Advisor

(425) 869-7100
2700 156th Ave NE
Ste 100
Bellevue, WA 98007


gregg.m.quinn@ampf.com

Contact Information


(425) 869-7100
2700 156th Ave NE
Ste 100
Bellevue, WA 98007

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QUINN AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/gregg.m.quinn

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor


License information

I am licensed and registered to conduct business in WA.

Based on licenses and registrations I hold, I may also conduct certain business in TX, AK, AZ, CA, CO, MA, MN, MT, NE, TN, OR

CA Insurance #0D22088

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

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

AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

See our story
My Location

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