03/07/2023
Although a million dollars may seem like a daunting figure, there's good news: You don't have to make $1 million to save $1 million. Discover ways to optimize your 401(k) plan to achieve your retirement savings goals.
Five habits of 401(k) millionaires
www.raymondjames.com
01/16/2023
Join us in honoring Martin Luther King Jr. Raymond James offices and the market are closed Monday, January 16, in observance of the holiday.
12/30/2022
Wishing you all the best as we head into 2023.
Our office and the market will be closed Monday, January 2, in observance of New Year's Day.
12/22/2022
We hope your holiday season is filled with joy and time shared with those you love.
11/03/2022
We are excited to announce that Jessica Rumbaugh has joined our team at Morey and Quinn Wealth Partners as a Client Services Manager.
Jessica is responsible for managing the day-to-day operations of our team and providing exceptional service and communication to our clients. As the first point of contact, she can help our clients with setting up accounts, deposits, withdrawals, and making other account changes as needed.
Jessica and her family relocated from Las Vegas to Omaha in 2022. She has a wide variety of work experience in both the private and non-profit sectors. These experiences have given her a wealth of knowledge in problem-solving, customer service, and client relationship management.
We're thrilled to have Jessica on hand to help us serve our clients. Please join us in welcoming her to our team.