Products & Services


REGISTERED INVESTMENT ADVISOR (FEE BASED)

Provides information for decision making pertaining to individual financial matters as well as actively managing accounts.

CONSULTANT PROVIDING FINANCIAL COUNSELLING SERVICES TO SMALL BUSINESS

Researches, evaluates and recommends retirement plans (401k, 403b, SEP-IRA, SIMPLE-IRA), defined benefit plans, health plans, disability plans, etc.

At Quantum Financial Advisors, Inc. we provide assistance in the following areas:
 

Investments
  • Common Stock
  • Educational IRA
  • Common Stocks
  • ETFs
  • Interest Rate Derivatives
  • High Yield Bonds
  • Mutual Funds
  • Mortgage Derivatives
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Preferred Stocks
  • Mortgage Backed Securities
  • Corporate Bonds
  • Bonds
  • Asset Backed Securities
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Private Placements
  • Money Markets
  • U.S. Treasuries
  • REITs

 

Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Succession Planning
  • Cash Management
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • 529 Plans
  • Business Planning
  • Family Office
  • Tax Planning
  • Trust & Estate Planning
  • Cash Flow Analysis
  • Retirement Plans
  • Education plan

 

Online Financial Planning Questionnaire

  • Download the 2007 QFA Financial Planning Questionnaire
    - Word Format
    - PDF Format

    Please complete the above Questionnaire and send it back to us via email or regular mail.
     

  • Online Financial Planning Questionnaire Coming Soon.....
    
 

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