Josh Quilty-Koval's Linkedin Analytics

Utilizing my 17+ years in the financial industry to help serve clients and ensure they are on the right track towards and through retirement. Planning, portfolio management, budgeting, asset allocation, 401k review/rollover are just a few important pieces to the financial puzzle. ClientWorks, eMoney, Adobe sign are a few of the tools at our disposal that really enhance the client experience. In addition, I am Life, Accident and Health licensed and have the ability to take care of your life insurance, annuity, long term care and disability needs. Knowing you have enough life insurance is a key part in avoiding financial burdens for loved ones. I am also a licensed agent for Medicare and able to find the perfect plan for anyone over the age of 65. Being a Financial Advisor isn’t just about preserving, protecting, managing and creating wealth. I am your fiduciary, working with you and for you. I do my best to take the stress out of the things you can and cannot plan for. Whether you just changed jobs and need to rollover an old 401k, need to budget better or save more for retirement, just had a new addition to the family and would like to start saving via whole life policy or 529 plan, desire additional or new term life insurance to protect your loved ones, or just want to feel comfortable knowing someone has your best interest at heart with your hard earned money…I have extensive knowledge and would appreciate the opportunity to work together. Reach out to learn how I can add value. You can’t put a price on financial peace of mind! Remember, it’s the time in the market, not market timing. ‘The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people’ -Warren Buffet