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
- Website
- qualityfinancial.com
- Industry
- Investment Management
- Employees
- 15
- Founded
- 1983
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
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 | Location | Contact |
|---|---|---|---|
| Jennifer Braun | Passionate About Team Building and Accounting. | Farragut, Tennessee, United States |
Email
Phone
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| Shane Smith, Cfa Cfp® | Financial Advisor at Quality Financial Concepts | Maryville, Tennessee, United States |
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| Stephen Kaufman | Owner/founder at Quality Financial Concepts, Llc | Old Bridge, New Jersey, United States |
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|
Employees by Management Level
Individual contributor
5 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| General | 1 | 1 | 1 |