Brian Quigley, MBA, CPA, CLTC

Brian Quigley, MBA, CPA, CLTC

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6249
Fax: (610)325-6240
E-mail:

Professional Services

  • Life Insurance
  • Disability Income Insurance
  • Executive Compensation Strategies
  • Business Succession Strategies*
  • Estate Planning
  • Wealth Distribution / Tax Efficient Distribution Strategies
  • Retirement Adequacy Study
  • Wealth Accumulation Strategies
  • Long Term Care Insurance
  • Charitable Giving Strategies

Qualifications

  • M.B.A. Finance, LaSalle University
  • B.S. Accounting, Philadelphia University
  • Certified in Long Term Care (CLTC)
  • Member, National Association of Insurance and Financial Advisors
  • Registered Representative, New England Securities

Personal

  • Certified Public Accountant (CPA)
  • Married to Jane, a Medical Administrative Associate, Abington Hospital
  • Three children, Eileen, Carol, Brian
  • Actively involved in Children’s Hope Foundation
  • Actively involved in Variety Club
  • Hobbies: Antiques and collectibles, the arts, fishing and golf

 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Neither New England Securities nor its representatives provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.