Quality Financial Concepts

Quality Financial Concepts

Investment Management Maryville, Tn, United States 15 employees
Employees
15
Contacts
1
Emails
1
Phones
1

Quality Financial Concepts Overview

Headquarters
Maryville, Tn, United States
Industry
Investment Management
Employees
15
Founded
1983
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Quality Financial Concepts

Founded in 1983, QUALITY FINANCIAL CONCEPTS is a financial-services firm based in Maryville, Tennessee. With personnel that include two CERTIFIED FINANCIAL PLANNER(TM) professionals, two accountants and a versatile support team. QFC takes a team approach to working with clients who not only are located throughout the country but who also represent a broad range of life stages and portfolio values. Quality Financial Concepts offers a diverse range of services, including wealth management, retirement and estate planning, risk management and tax services. The firm specializes in helping clients develop strategies to create tax-efficient retirement income and assisting those who have benefited from unexpected financial windfalls. In all cases, the firm’s goal is to craft financial plans that minimize tax liabilities and meet risk objectives while taking market volatility into consideration. Licensed to offer securities and insurance products in numerous states with TN and TX as the primary states. Doug Horn, CFP®, Registered Principal. Securities offered through Crown Capital Securities L.P., Member FINRA & SIPC. Advisory and Tax services offered through Quality Financial Concepts. CCS and QFC are unaffiliated. No security transaction business or communications can take place through this site. See www.qualityfinancial.com for important disclosure information. www.finra.org www.sipc.org Branch address: 115 West Broadway Avenue, Maryville, TN 37801 (865) 984-3550

Quality Financial Concepts Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Quality Financial Concepts Org Chart

Sample employees and titles
Name Title Contact
Jennifer Braun Passionate About Team Building and Accounting.
Email Phone
Shane Smith, Cfa Cfp® Financial Advisor at Quality Financial Concepts
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Stephen Kaufman Owner/founder at Quality Financial Concepts, Llc
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Employees by Management Level

Individual contributor 5 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0
General 1 1 1

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