Quantum Financial Advisors, P.A.
Quantum Financial Advisors, P.A. is a reputable financial advisory firm that has been serving clients for over 25 years. With a team of experienced and knowledgeable advisors, Quantum Financial Advisors, P.A. provides expert financial advice to individuals and businesses to help them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Assesses clients’ financial needs and goals
- Crafts personalized financial plans and strategies
- Offers ongoing monitoring and adjustments to the plan
- Provides access to a diverse range of financial products and services
Facts and Insights:
Quantum Financial Advisors, P.A. prides itself on its excellent reputation and track record. Some key facts and insights about the firm include:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 25 years |
Financial Services Offered:
Quantum Financial Advisors, P.A. offers a comprehensive range of financial services to meet the diverse needs of its clients. These include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College planning
- Business planning
Client Types:
Quantum Financial Advisors, P.A. serves a wide range of clients, including:
- Individuals and families
- Business owners
- High net worth individuals
- Couples and retirees
- Non-profit organizations
Fees & Compensation:
Quantum Financial Advisors, P.A. believes in complete transparency when it comes to fees and compensation. The firm offers a fee-only structure, which means that clients are only charged a percentage of their assets under management. This ensures that the firm’s interests are aligned with those of its clients, and there are no hidden fees or conflicts of interest.
Background:
The team at Quantum Financial Advisors, P.A. is made up of highly qualified and experienced financial advisors who have a deep understanding of the financial industry. They have helped countless clients achieve their financial goals and are committed to providing exceptional service and guidance to their clients.
Financial Advisor Disclosures to Know:
Quantum Financial Advisors, P.A. believes in full transparency and adheres to all required disclosures. Some important disclosures to know about the firm include:
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Adheres to the fiduciary standard
- No disciplinary actions have been taken against the firm or its advisors
- No customer complaints have been filed against the firm or its advisors