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Irma Inés Quiñones, CLTC, CLU, CHFC, Financial Adviser
San Jose, Santa Clara

Financing specialist
 : 
Irma Inés Quiñones, CLTC, CLU, CHFC, Financial Adviser

San Jose, Santa Clara

Prices

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About Irma Inés Quiñones, CLTC, CLU, CHFC, Financial Adviser
Professional experience
Irma Inés Quiñones, CLTC, CLU, CHFC, Financial Adviser Irma Inés Quiñones is a highly experienced and knowledgeable Financial Adviser with expertise in various areas of financial planning. With her impressive credentials including CLTC, CLU, and CHFC designations, Irma is well-equipped to offer expert advice and develop comprehensive financial strategies tailored to her clients' unique needs and goals. As an agent with New York Life Insurance Company and a Registered Representative of NYLIFE Securities LLC, Irma is dedicated to providing exceptional service to her clients. She specializes in college planning, retirement planning, and estate planning, understanding that these aspects of financial management are crucial for achieving long-term financial success and security. With a strong focus on thorough analysis and personalized guidance, Irma works closely with her clients to create strategies that align with their specific circumstances, aspirations, and risk tolerance. Whether it's helping families save for their children's education or assisting individuals in preparing for a comfortable retirement, Irma's goal is to empower her clients to make informed financial decisions. Irma understands the importance of staying up-to-date with industry trends and advancements. Her continued pursuit of knowledge and professional development has earned her accolades such as the CLTC (Certification for Long-Term Care) designation, the CLU (Chartered Life Underwriter) designation, and the CHFC (Chartered Financial Consultant) designation. These qualifications highlight her commitment to providing top-notch service and expertise to her clients. Located in Santa Clara, California, Irma Inés Quiñones serves a diverse clientele and has established herself as a trusted and reliable resource in the financial planning community. Her dedication to putting her clients' needs first, combined with her extensive knowledge and qualifications, makes her an exceptional Financial Adviser. Contact Irma Inés Quiñones today to discuss your financial goals and discover how she can help you navigate the complexities of financial planning with confidence and ease.

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Location

San Jose, Santa Clara (95101)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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