Please fill out this questionnaire to help us better service your investment needs.
Completed forms can be emailed to firstname.lastname@example.org
Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.
The content of this web site is not to be construed as an offer to sell or the solicitations of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. We are not soliciting any action based upon the material on this website. This material is for the general information of clients of Quantum Financial Advisors Inc. Before acting on any advice of recommendation on this web site, a client should consider whether it is suitable for their particular circumstances and, if necessary, seek professional advice from their Financial Advisor @ Quantum Financial Advisors, Inc., Tax or Legal Advisor. Certain transactions, including those involving futures, options, and high yield securities, give rise to substantial risk and are not suitable for all investors. The material on this web site is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. Opinions expressed are our current opinions as of the date appearing on this material only. While we endeavor to update on a reasonable basis the information discussed on this web site, there may be regulatory, compliance, or other reasons that prevent us from doing so. We and our affiliates, officers, directors, and employees, including persons involved in the preparation or issuance of the material on this web site may, from time to time, have long or short positions in, and by or sell, the securities, or derivatives (including options) thereof, of companies mentioned herein. No part of this material may be (i) copied, photocopied or duplicated in any form by any means or (ii) redistributed without the written consent of Quantum Financial Advisors, Inc. QFA is a registered investment advisor in the States of the District of Columbia, Maryland, New Jersey, Nevada, Virginia, and Pennsylvania. QFA's primary mailing address is in Rockville, Maryland. QFA may only transact business in a State if it is first registered, excluded or exempted from applicable registration. No follow up communications to persons in any State will be made absent compliance with applicable registration requirement or an applicable exemption or exclusion.