Business Details
50+ Years
experience
Your Trusted Partner for Investment Services in New Bedford, MA
Founded in 1963, A G Quintal Investment has built a legacy of providing personalized, unbiased investment services rooted in integrity and client-focused values. As an independent, family-owned firm, we prioritize understanding each client's unique financial goals to craft tailored strategies that align with their long-term objectives. Our commitment to ethical practices and transparency has allowed us to cultivate enduring relationships with a diverse clientele. We leverage advanced tools and unbiased research to monitor and adapt portfolios in response to evolving market conditions. Our affiliation with Monarch Capital Group and Pershing, LLC ensures access to cutting-edge technology and global trading capabilities.As FINRA and SIPC members, we adhere to rigorous regulatory standards to safeguard client interests. Our team's extensive experience, including FINRA-registered professionals with specialized certifications, underscores our dedication to excellence. We focus on educating clients and empowering them to make informed financial decisions. Our smaller firm structure enables personalized attention that larger institutions often cannot provide. For over six decades, we have remained steadfast in our mission to deliver trustworthy, individualized wealth management solutions.
Services
Investment Services
Portfolio Management
Wealth Management
Stock Trading
Bond Investments
Mutual Funds
ETFs
Tax-Free Investments
Money Market Accounts
Retirement Planning
Details
- Year established: 1963
Highlights and features
- We offer over 60 years of experience in personalized investment management.
- Our family-owned structure ensures individualized client attention and accountability.
- We maintain FINRA and SIPC memberships for regulatory excellence and client protection.
- Our team holds advanced FINRA certifications, including Series 7, 24, and 27 licenses.
- We provide unbiased strategies free from conflicts of interest associated with parent companies.
Associations and certifications
- FINRA
- SIPC
Services
Investment Services
Our investment services focus on creating customized strategies aligned with individual financial goals. We analyze market trends, economic indicators, and client risk tolerance to build diversified portfolios. With access to stocks, bonds, ETFs, and mutual funds, we provide ongoing portfolio monitoring and adjustments to adapt to changing conditions.
Portfolio Management
We offer comprehensive portfolio management using advanced analytical tools and unbiased research. Our approach emphasizes diversification across asset classes while maintaining flexibility to respond to market shifts. Regular performance reviews ensure strategies remain aligned with clients' evolving objectives and risk profiles.
Retirement Planning
Our retirement planning services help clients build sustainable income streams for post-career life. We develop strategies incorporating tax-advantaged accounts, income projections, and risk management techniques to ensure financial security during retirement years.
Stock Trading
We provide access to global stock markets with a focus on fundamental analysis and long-term value. Our team executes trades using advanced platforms while maintaining compliance with regulatory standards to ensure secure transactions for clients.
Bond Investments
Our bond investment services include evaluating credit quality, interest rate trends, and maturity structures to build stable income-generating portfolios. We offer access to government, corporate, and municipal bonds tailored to clients' risk tolerance and financial objectives.
People
Mark A. Quintal
President & CEO
Mark A. Quintal, co-owner and CEO, graduated magna cum laude from Boston College. With FINRA Series 7, 24, 27, and 55 certifications, he oversees client meetings, investment research, and regulatory compliance since joining the firm in 1985.
Joyce B. White
Vice President
Joyce B. White, co-owner and Vice President, joined the firm in 1989. Holding FINRA Series 7, 24, and 63 certifications, she manages account openings, customer service, and regulatory recordkeeping while maintaining direct client relationships.
Questions
What investment services do you offer?
We provide stocks, bonds, mutual funds, ETFs, tax-free investments, money market accounts, and retirement planning services tailored to individual financial goals.
How do you personalize investment strategies?
We conduct in-depth consultations to understand your financial objectives, risk tolerance, and time horizon before creating customized portfolio solutions.
Are you affiliated with major financial institutions?
Yes, we partner with Pershing, LLC (a BNY Mellon company) for clearing services and maintain FINRA and SIPC memberships for regulatory compliance.
What experience does your team have?
Our team includes FINRA-registered professionals with over 60 combined years of experience and advanced certifications including Series 7, 24, and 27 licenses.
How do you monitor investment portfolios?
We use advanced analytical tools to continuously track performance and make data-driven adjustments based on market conditions and client needs.
What areas do you serve?
While headquartered in New Bedford, MA, we serve clients nationwide through personalized remote advisory services.
