Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
30 years
Location
Agawam, MA 01001
Eagle Strategies (NY Life)
Enterprise
Jeanmarie Deliso is a CFP® with 30 years of experience in financial advising, currently with Eagle Strategies (NY Life). Her career includes roles at Mahoney Financial Organization and long-term engagements with New York Life entities. She serves on the boards of the Baystate Health Foundation, the Community Music School of Springfield, and the PoMA Organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional sponsors, and corporate clients. The firm offers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Agawam, MA
Quinn Wealth Strategies, 540 Meadow Street, Suite 108
Agawam MA 01001
Advisors at this office
2
Connecticut · Massachusetts
30 years of industry experience
Mahoney Financial Organization, Llc
2012 - 2021 • 9 years
Agawam, MA
Deliso Financial Services
2009 - Present • 17 years
Agawarm, MA
Nylife Securities Inc.
1995 - Present • 31 years
Windsor, CT
Ny Life Insurance Co
1995 - Present • 31 years
Springfield, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Book time directly with this advisor
CFP®, RICP®
Suffield, CT
North Haven Financial LLC
Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.
Series 66
South Hadley, MA
Pioneer Financial, Inc.
Edward Wall is the owner and sole advisor at Pioneer Financial, Inc. in South Hadley, MA, with 20 years of industry experience. He holds the Series 66 designation and has been with Pioneer Financial since 2004. In addition to investment advisory services, he provides tax preparation and accounting through his firm. Pioneer Financial, Inc. offers discretionary portfolio management primarily for individual investors and non-profit organizations, combining investment advisory services with tax preparation and insurance activities. The firm employs a goal-oriented approach using fundamental analysis, ongoing monitoring, and monthly account reviews.
Series 63, Series 65
Springfield, MA
USA 401k
Sean Curran is a financial advisor at USA 401k with Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Lincoln Financial Securities, municipal positions in Springfield and Washington, and service at the Hampden County District Attorney's Office. Outside of advising, he serves as a Springfield City Councilor and works as an attorney handling real estate closings and misdemeanor motor vehicle cases, as well as a licensed real estate agent representing buyers and sellers of residential properties. USA 401k provides portfolio management and financial planning services to individuals and corporations, along with pension consulting for retirement plans including 401(k)s. The firm employs Modern Portfolio Theory and a long-term trading approach, focusing on equities with fixed income and index funds for diversification.
Series 65
Somers, CT
Stock Financial and Retirement Solutions
Jeffrey Stock is a Series 65-licensed advisor with Stock Financial and Retirement Solutions in Somers, CT. He has one year of industry experience and previously worked at Realta Equities, Inc. and AXA Life and Health Reinsurance US. Stock Financial and Retirement Solutions provides portfolio management and financial planning services primarily to individual and high-net-worth clients, including retirement accounts. The firm utilizes multiple analytical methods and offers both discretionary account management and standalone financial planning services.
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
Thomas Homan is a financial advisor with Momentum Investment Management, LLC in Holyoke, MA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Homan has led Momentum Investment Management since 2010. Outside of his advisory role, he owns and manages a rental property business. Momentum Investment Management is an independent, single-advisor firm providing discretionary portfolio management and hourly financial planning primarily to individual clients, including high-net-worth individuals. The firm employs a combination of charting, fundamental and technical analysis, and uses derivatives and margin strategies in client accounts, with all portfolio oversight conducted by Homan.
CFP®
Longmeadow, MA
Toole Financial
Edward Toole is a CFP® professional with one year of industry experience. He is the sole advisor at Toole Financial, an independent advisory firm based in Longmeadow, MA. Prior to founding Toole Financial, he spent ten years working with the YMCA Retirement Fund. Toole Financial provides fee-only, project-based and ongoing financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored planning and education, with a focus on Modern Portfolio Theory and passive, asset-allocation recommendations, serving clients without discretionary portfolio management or custody.
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