Our Team
John A. Kinney, AIF®
Managing Member
John Kinney has been assisting his clients with money management since 1989. His practice focuses on helping his clients avoid the common mistakes made in handling their investments. John’s clients include retired employees, retired teachers, physicians and business executives approaching retirement. John also has experience with retirement plans like 401(k), Simple IRA, and Pension Plans. Some of his techniques include tax reduction strategies on fixed income investments, and estate planning. John is a licensed Life, Health and Annuity producer as well as having a Series 7, 65, and 24 licenses (held with LPL Financial) and is an Accredited Investment Fiduciary.
John grew up in New Haven, CT., attended college at Stonehill College in North Easton, MA., and now resides in Guilford, CT. with his two daughters. John is very active in his community, plays golf, and occasionally likes to fish and ride his motorcycle.