This listing is for informational purposes only. Quantum Financial Advisors is not an active Fiscility partner and no affiliation or endorsement is implied.
Quantum Financial Advisors
Financial Advisor
Holistic Financial Advising. Enduring Success.
Accepting new clients
Do you find financial management complicated and often question whether you're doing it right? At Quantum Financial Advisors, we simplify your finances and maximize your planning opportunities, eliminating uncertainty and providing peace of mind about your financial decisions.
About
Our Investment Strategy
Most importantly, our strategy proposes an optimal asset allocation that is custom tailored to each clients' appetite for risk. Prior to executing trades, we take into account independent research, calculate our own intrinsic value, and review fundamental and technical analyses. In this respect we use state-of–the-art technology and research from many Wall Street firms. Lastly, we believe it is important to focus on financial & tax planning and money management to maximize client’s returns, while minimizing market risk.
Our Values
QFA firmly believes in teamwork, integrity, and excellence, while placing the clients' needs above those of the company and the principal of the firm. Furthermore, we utilize our core values as a cornerstone in building successful relationships for the long term.
Our Professionals
QFA's advisors must meet the highest personal and professional standards in order to offer both our institutional and retail clients what we call, "advice with integrity". Our business relationships are built on mutual trust and respect.
Services Offered
financial planning
tax planning
retirement planning
investment management
Pricing Model
Project-Based
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